Jane Guide.

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


How to Manually Override an Invoice

Jane has a great feature called Adjustments for applying commonly used discounts to invoices. Adjustments are great because they indicate to the patient that they’ve received a discount from the normal treatment price. However, sometimes you just need to change the price of an invoice in order to override the price that is set. Jane will let you do this, but if you have already applied a payment, you will need to use the instructions for  Editing an Invoice with Payment Applied

Please note! If you manually override the invoice, and then perform an action that causes Jane to re-generate the invoice (e.g., change the insurance coverage or change the practitioner), Jane will reset the price on the invoice to the original amount. Again, if you find yourself manually overriding a significant number of invoices, you should use the Adjustments feature.

To get started, click the ”Billing Info” section on the appointment pane.  Click on the blue “Patient Invoice Link” to open the invoice. Now you’re free to make any changes you like.

Adjust the “Amount” as required. To make the visit free, change the amount to 0 (zero).

A handy note: anything you put in the Description and Details section will print on invoices and receipts, whereas anything in the Notes section below is just internal.  When you’re finished, hit Save.