Entering credit 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.

To enter a credit 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 Credit Adjustment.

The Enter Credit 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 – (Required) Type the amount that you want to deduct from the account.

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

·        Credit Adjustment Types – Select the type of credit adjustment that you want to enter.

Note: The list contains the credit adjustment types that you set up in Practice Definitions. To add to or edit the credit 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 Split By Family Members.

Note: The default is to apply the amount to the selected patient in the Ledger. If you select Split By Family Members, the amount is applied to the oldest family balance and posted to the guarantor’s ledger.

·        Split Method – Select the appropriate split method from the list:

·        Percentage Payments – Divides the adjustment among the providers according to the provider’s percentage of the total adjustment.

·        Guarantor Estimate – (Default) Applies the adjustment to providers who have balances as guarantor estimates and ignores provider balances that insurance is estimated to pay the remainder of.

·        FIFO (First In First Out) – Applies the adjustment toward the oldest completed procedures first.

·        Equal Adjustments – Splits the adjustment equally among all providers.

4.   To change the default adjustment settings, click the Settings button.

The Default Payment/Adjustment Options dialog box appears.

5.   To apply the credit to a provider other than the guarantor's primary provider, click the Details icon.

The Details pane appears.

6.   To add a provider, click Add Provider.

The Select Provider dialog box appears.

7.   Select the appropriate provider, and then click OK.

8.   To add a note, to clarify or document the credit, click the Note icon.

The Note pane appears.

9.   To post the credit adjustment to the Ledger, type an explanation for it, and then click OK.