Entering payment adjustments to accounts

You can make payment adjustments to your accounts. You can make adjustments to an account's balance for a number of reasons, such as adjusting the amount of a discount or applying a refund. As with a payment, you can apply an adjustment to the oldest or family balance or to a specific patient within the family. You can also add to and/or modify adjustment types.

To enter a payment adjustment to an account

1.   Select a patient.

2.   In the Accounts toolbar, click Enter Adjustment.

The Enter Adjustment dialog box appears.

3.   Select the adjustment that you want from the Type list.

4.   Type the amount to add to or subtract from the account balance according to the adjustment type that you selected.

5.   Select a provider to attach the adjustment to someone other than the guarantor’s primary provider.

6.   From the Patient list, do one of the following:

·        Select Family to post the adjustment to the guarantor.

·        Select the patient's name to post the adjustment to the current patient.

See Setting preferences for information on selecting a default.

7.   Type a note explaining the reason for the adjustment if the adjustment type is not self-explanatory.

8.   To post the adjustment, click OK.