Posting charge adjustments

You can post a charge adjustment, which increases an account balance, to a patient's ledger.

To post a charge adjustment

1. On a patient's Ledger page, clicktap Charge (+) Adjustment.

   

   The Enter Charge (+) Adjustment window displays.

   

2. Set the following fields as necessary:

   • Date - Displays today as the date of service by default. This date cannot currently be changed.

   • Type - ClickTap the field and select the option that best fits the adjustment, such as Charge Adjustment or Patient Refund.

   • Amount - Enter the amount of the adjustment.

   • Provider - By default, the field associates the adjustment with the patient's primary provider. If necessary, you can select a different provider.

     Note: Only providers who have access to the current location are available.

   • Select Visit for - Select a visit to associate the adjustment with from the current patient or another household member. If you select [Guarantor], you can apply the adjustment to a visit from any member of the household.

     Important: The selection cannot be changed after you save the adjustment.

   • Visit date - Select a date of service to associate the adjustment with or [None] if the adjustment is not associated with a visit date.

     Note: This option is available only if the current patient's name or [Guarantor] is selected from the Select Visit for list.

     Important: The selection cannot be changed after you save the adjustment.

   • Note - Enter any relevant information regarding the adjustment.

3. ClickTap Save.