Editing credit adjustments

You can edit or delete a credit adjustment that has been posted to a patient's ledger.

To edit a credit adjustment

1. On a patient's Ledger page, clicktap a credit adjustment.

   

   The Edit Credit (-) Adjustment window displays.

   

Note: If the adjustment is associated with an insurance payment, clicktap the Insurance Payment link located on the upper-left corner of the window to edit the adjustment. Ignore the following steps.



2. Modify the adjustment details as necessary.

   • Date - The date of service. Leave the current date entered, or clicktap the field to select a different date. However, you cannot select a date that would cause it to become locked based on your organization's transaction lock setting.

   • 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 their household (including the guarantor). If you select [Guarantor], you can apply the adjustment to charges for any or all household members.

   • Applied - For each procedure listed, the amount of the adjustment being applied toward that procedure.

     

   • Tags - Add tags to the adjustment as needed.

   • Notes - Enter any relevant information regarding the adjustment.

3. If a Reason for Revision tab displays, clicktap the tab and enter the reason for the change.

   

   Note: A reason is only required if a certain ledger option is enabled.

4. If you changed the adjustment Amount or any of the Applied amounts, add reasons for the transfer of responsibility as needed.

   1. ClickTap the Xfer Reason(s) tab.

      

   2. In the Add a tag search box, enter the name of a reason to narrow the results list.

   3. Complete one of the following:

      • If the correct reason is listed, clicktap the reason to attach to the adjustment.

        

      • If the correct reason does not exist, finish entering the name of the reason, capitalized as necessary (spaces are allowed), and clicktap + Create [reason name] to create the reason and attach to the adjustment.

        

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

5. When ready, clicktap Save.

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