You can edit a credit adjustment that is associated with an insurance payment that was posted to a patient's ledger.
To edit a credit adjustment for an insurance payment
How to get there
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From the Patient menu, under Financial, select Ledger.
The patient's Ledger page displays.
Tip: You can also access the Ledger page from the patient's Overview page > Ledger widget.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
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On a patient's Ledger page, clicktap a credit adjustment that is associated with an insurance payment for a claim.
The Edit Credit (-) Adjustment window displays.
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ClickTap the blue Insurance Payment link in the upper-left corner of the window.
The Edit Payment (-) window displays.
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Edit the details of the adjustment as necessary.
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Date - The date of the payment and the adjustment. To change the date, clicktap the field, and select the correct date.
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Adjustment Type - The adjustment type, such as Insurance Adjustment.
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Adjustment - The amount of the adjustment to apply to that procedure.
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ClickTap Save.
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