Jane Guide.

Here's all the help you need to use Jane.


Adjusting Invoice Dates

Treatment Invoices

The invoice date is pulled from the date of the appointment on the schedule. If the wrong date is listed on the appointment, the patient was booked into the wrong date on the schedule.

You can reschedule the appointment to update the details: Editing an Appointment Marked as Arrived

Product Invoices

Start in the patient’s profile under Patients > Billing > Purchases. Find the product purchase from the list and click View:

Scroll down to the Purchase Details where you can select a new invoice date:

Changes save automatically, so close the window once the new date has been selected.