Adjustments

To start using these endpoints, please email [email protected]

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Supported integrations

For now, adjustments are only supported for Dentrix, Dentrix Enterprise, Eaglesoft and Open Dental.

Overview

Adjustments modify a patient’s balance. They’re often used to apply discounts, subscription fees, and insurance write offs to a patient’s ledger. Credits (negative adjustments) reduce the balance and debits (positive adjustments) increase it.

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Debit adjustments

All debit adjustments must be linked to either a provider or a charge. When creating an adjustment, include either the charge_splits or provider_splits parameter. If neither is provided, the request will fail.

Example use cases

• Use the view adjustments, payments, and charges endpoints to calculate the patient’s balance and determine which charges are unpaid. This is useful for creating an itemized patient bill.
• Use create adjustment transactions to add recurring membership fees to a patient’s ledger.

Adjustments response

{
  "code": false,
  "description": "Description",
  "error": "Error",
  "data": {
    "id": 113,
    "foreign_id": "1234-5678",
    "location_id": 10,
    "patient_id": 3,
    "guarantor_id": 5,
    "provider_id": 15,
    "updated_at": "2024-09-05T20:31:17.007Z",
    "description": "This is a description",
    "deleted_at": "2024-09-15T11:21:26.003Z",
    "adjustment_amount": {
      "amount": "62.00",
      "currency": "USD"
    },
    "adjusted_at": "2024-10-01",
    "charge_id": 1111,
    "claim_id": 2222,
    "adjustment_type_id": 5,
    "patient": {
      ...
    },
    "provider": {
      ...
    },
    "guarantor": {
      ...
    },
    "claim": {
      ...
    },
    "charge": {
      ...
    },
    "adjustment_type": {
      ...
    },
  },
  "count": 2
}