Adding Adjustments in Jane

Applying the Adjustment

From the Schedule

To apply the Adjustment from the main Schedule, open the Appointment Panel by clicking on the appointment. Scroll down to the “Billing Info” area and open it up.

If you hover over the billing info you will see two buttons appear “Adjustment +” and “View”:

Hit the Adjustment button to modify the cost of the appointment. Type in sliding scale to view all the adjustment options.

From the Patient Profile - Automatic Adjustments

Once your Adjustments have been set up, you can assign a default Adjustment to an existing patient profile. This way, the Adjustment will be applied automatically to all upcoming appointments and purchases for this patient, and they would pay the lower price without you having to manually adjust the invoice.

To add a default Adjustment, click the Patients tab in the top menu, and then click the patient’s name from the lefthand side. On their profile, you’ll see a Default Adjustment heading on the lower righthand side. Click Add and choose the appropriate Adjustment from the list.

Again, search for sliding scale to find the adjustment you’d like to add.

The Adjustment will then appear in the Billing Info section of the patient’s future appointments.