Editing charge adjustments

You can edit a charge adjustment that has been posted to a patient's ledger.

To edit a charge adjustment

1. On a patient's Ledger page, select a charge adjustment.

   

   The Edit Charge (+) 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 following fields as necessary.

   • Date - Enter a new date of service.

     Note: The new date cannot be a date that would cause the adjustment to become locked based on your organization's transaction lock setting.

   • Type - Select an adjustment type from the list, such as Charge Adjustment or Patient Refund.

   • Amount (Adjustment) - Enter the amount of the adjustment.

   • Provider - The provider to associate with this adjustment.

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

   • 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.