Adjustment types

Before you start

NexHealth reads financial data from the health record system only on request. To turn it on for your API key, email [email protected]. Sandbox locations have it on.
Every request needs a bearer token from POST /authenticates. See Authentication.
Requests take the practice's subdomain and, for most endpoints, a location_id. See Institutions, syncs, and locations.

Overview

Adjustments change a patient's ledger balance. Each adjustment has a type that explains why the balance changed. Common types include:

Insurance write-offs: Discounts based on provider agreements with insurance companies.
Late fees: Extra charges for overdue payments.
Employee discounts: Reduced fees for employees receiving care.

Each adjustment type also has an action, which defines how it affects the balance:

Action	Effect on balance
`debit`	Increases the amount the patient owes
`credit`	Decreases the amount the patient owes
`unknown`	The system does not specify whether it's a debit or credit adjustment

Example use case

When you post adjustments to charge patients for subscription fees, add an adjustment type that says what the adjustment is for.

Adjustment types response

{
  "code": true,
  "description": null,
  "error": null,
  "data": {
    "id": 113,
    "name": "Discount",
    "active": true,
    "action": "credit",
    "updated_at": "2024-04-12T10:30:00.000Z"
  },
  "count": null
}