Let’s say you want to create or track special discounts or you treat clients on a sliding scale and you want Jane to remember their discount. Here’s how you would make those adjustments.
To create a new type of adjustment, head over to your Settings tab. From there, go to Adjustments.
Create an Adjustment
Click New Adjustment at the top right and then begin by labelling your new adjustment.
Override will completely replace the price of the treatment with whatever you choose as the override amount. So if you set a $25 override on a $125 treatment, the visit will now be $25.
Percent Discount will reduce the cost by whatever percentage you enter. So a 10% discount will drop a $100 visit to $90 and a $50 visit to $45.
Dollar Discount will reduce the cost by whatever dollar amount you enter. So a $20 discount will drop a $100 visit to $80 and a $50 visit to $30.
Provider of Discount
Clinic & Staff Member will reduce the price of this visit on the compensation report to the adjusted value. So if a $100 visit is reduced to $50 then the staff member will be compensated for $50.
Clinic Only will not reduce the price of this visit on the compensation report to the adjusted value. So if a $100 visit is reduced to $50 then the staff member will be compensated for the full $100 as if the full amount had been charged.
Applying the Adjustment as a One Off
To use the adjustment from the main scheduler, open the Appointment Pane 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 add an adjustment to the invoices.
Note All adjustments are applied to the Pre-Insured amount. So if you are discounting a service, this discount will be applied to the price of the visit as a whole and then the insurer portion will be calculated. This is to ensure that insured percentages are being honoured.
Attach the Adjustment as a Default to the Patient’s Profile
Head to your patient’s profile and you will be able to attach an adjustment that is applied automatically. Just keep in mind that the default adjustments will apply to all purchases, including appointments and products.
Overriding the Adjustment Amount
At any point, you can just override the discount to a different amount.
Once the adjustment is applied to the appointment, open the billing info area and click directly on the name of the adjustment:
Clicking on the adjustment name will open up an edit panel:
Where you can edit the value of the adjustment.
Find the Adjustment report in your Reports tab.
You can report on adjustments by location, staff member and date range.
Helpful in finding out how much value you’ve given away through your different promotions or adjustments.
Let us know if you need any further direction with working with Adjustments in Jane!
Frequently Asked Questions
The provider of the discount was set to the wrong method by mistake, how do I change it?
If you had set the adjustment’s provider of the discount to be Clinic Only, when it should have been Clinic & Staff Member (or vice versa), you’ll be able to update this at any time by visiting your Settings > Adjustments area.
Keep in mind that once the settings have been updated, Jane won’t automatically update appointments that have been previously associated with this adjustment (to ensure past invoices are not affected). You will want to remove the adjustment from the session you are working with, then add the adjustment back onto the session to reflect the new settings.
If working with the Compensation Report, you’ll want to make sure to Load a Fresh Copy to view any changes that have been made.