Posting credit adjustments

You can post a credit adjustment, which decreases an account balance, to a patient's ledger.

To post a credit adjustment

1. How to get there

   1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

      Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

   2. Do one of the following:

      • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

        

      • On the Patient menu, under Financial, click (or tap) Ledger.

      The patient's Ledger page opens.

   On a patient's Ledger page, click (or tap) Credit Adjustment.

   

   The Enter Credit (-) Adjustment dialog box appears.

   

2. Enter the adjustment details, such as the type and amount.

   Set up the following options:

   • Transaction date - The date of the adjustment. Leave the current date entered, or click (or tap) in the box to select the correct date.

     If you attempt to backdate the adjustment to a date that would cause it to become locked (based on your organization's transaction lock setting), the Locked Time Period pop-up box appears. In the Authorized user and Password boxes, enter your credentials if you have permission to backdate transactions into locked time periods, or have someone with permission enter his or her credentials. Then, click Unlock.

     

     Note: Backdating transactions into locked time periods requires the "Override Locked Transaction" security right.

   • Type - The adjustment type, such as Credit Adjustment or Professional Courtesy.

   • Amount - The amount of the adjustment.

   • Apply to charges for - The adjustment is to be applied toward charges on the current patient's account or the account of another member of his or her household. If you select [Guarantor], you can apply the adjustment to charges for any or all household members.

3. The adjustment amount is applied automatically to the procedure with the oldest date of service and then to subsequent procedures based on the date until the adjustment amount is used up. However, you can change the Applied amount for any procedure in the procedure list as needed.

   

   Note: If there is an amount greater than zero for Amount not applied when you save the adjustment, you can use that unapplied credit later.  

4. On the Tags tab, add tags to the adjustment as needed.

5. If applicable, on the Xfer Reason(s) tab, select or create reasons for a transfer of responsibility as needed.

   

   To select or create a reason, do the following:

   1. In the Add a tag search box, begin typing the name of a reason. Once you have entered at least two characters, the results list appears with any matches (not case-sensitive). Continue typing as needed to narrow the results list.

   2. Do one of the following:

      • If the correct reason is listed, select that reason to attach it.

        

      • If the correct reason does not exist, finish typing the name of the reason (spaces are allowed). Make sure that the name is capitalized as desired. Then, select + Create [reason name] to create the reason and attach it.

        

        Note: The reason that you have created is now available to all Dentrix Ascend users in your organization.

   Note: To save the adjustment after you add reasons for a transfer of responsibility, your user account must have the security right "Edit responsibility transfer reason" enabled.

6. On the Notes tab, enter any relevant notes regarding the adjustment.

7. Click (or tap) Save.