Entering charge adjustments

You can make adjustments to change an account’s balance for a variety of reasons. Frequently, you will use an adjustment to enter a discount or to indicate that you gave a patient a refund. You can also use adjustments to correct an account’s balance when an error has occurred. Like payments, you can apply adjustments to the oldest balance or to a specific patient within the family. You can add and/or modify adjustment types.

Charge adjustments increase an account balance.

To enter a charge adjustment

1.   With a patient selected in the Ledger, in the Transaction menu, click Enter Adjustment.

The Select Credit or Charge Adjustment dialog box appears.

2.   Click Charge Adjustment.

The Enter Charge Adjustment dialog box appears.

3.   Do one or more of the following:

·        Date – To change the date from the current one, type a new date in the text box, or click the calendar icon and select a date from the calendar.

·        Amount – Type the amount that you want to charge to the account.

Note: The amount is added to the account balance according to the adjustment type you selected.

·        Charge Adjustment Types – Select the type of charge adjustment that you want to enter.

Note: The list contains the charge adjustment types that you set up in Practice Definitions. To add to or edit the charge adjustment types, see Customizing practice definitions.

·        Provider – If necessary, select the appropriate provider from the list.

Note: To add inactivated providers to the list, click the Show Inactivated Providers button.

·        Patient – Select the appropriate patient from the list, or select Family Account.

Note: The default is to apply the amount to the selected patient in the Ledger. If you select Family Account, the adjustment appears in the guarantor's ledger.

4.   To add a note, to clarify or document the charge adjustment, click the Note icon.

The Note pane appears.

5.   Type an explanation for the charge adjustment.

6.   Under Charge Adjustment Types, select the type of charge adjustment that you want to enter.

7.   Click OK.