Editing charge adjustments for insurance payments

You can edit a charge adjustment that is associated with an insurance payment that was posted to a patient's ledger.

To edit a charge adjustment for an insurance payment

How to get there

Use the Patient Search field to access a patient's record.

Notes:
- If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search field.
- You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Complete one of the following:
- From the Patient menu, under Financial, clicktap Ledger.
- From the Patient menu, under General, clicktap Overview.
  
  The patient's Overview page displays.
  
  ClickTap the Ledger widget.
The patient's Ledger page displays.

On a patient's Ledger page, clicktap a charge adjustment that is associated with an insurance payment for a claim.

The Edit Charge (+) Adjustment window displays.
ClickTap the Insurance Payment link.

The Edit Payment (-) window displays.
Change the details of the adjustment for the associated insurance payment as necessary.
Edit the following fields as necessary:
- Date - Displays the date of the payment and the adjustment. To change the date, clicktap the field and select the correct date.
- Amount - Enter a new amount of the adjustment.
ClickTap Save.