Posting credit adjustments

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

To post a credit adjustment

1. On a patient's Ledger page, clicktap Credit (-) Adjustment.

   

   The Enter Credit (-) Adjustment window displays.

   

2. Enter the adjustment details, such as the type and amount.

   Set up the following fields:

   • Date - The date of service. Leave the current date entered, or clicktap the field and to select a different date. However, you cannot backdate a transaction to 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. If you select [Guarantor], you can apply the adjustment to charges for any or all household members.

   • Incl. All Outstanding Txs. - Select the check box to display all treatments with a guarantor estimate of $0 that are not fully paid off.

The adjustment amount is applied automatically to the procedure with the oldest date of service and then to subsequent procedures based on the date until the adjustment amount is used up.

3. If necessary, you can modify the Applied amount for any procedure in the procedure list.

   

4. Enter any relevant information regarding the adjustment in the Notes field.

5. ClickTap Save.