Posting Charge Adjustments

There are many scenarios where you may need to post a charge adjustment to the ledger. For example, you receive notice that a patient’s check was denied and you must correct the account.

Watch this video to learn how to post a charge adjustment to the ledger. (Duration: 1:15)

Additional Information

• The date will automatically populate to today; however, you do have the ability to backdate an adjustment if need be. You cannot future date adjustments.

• You can only backdate an adjustment within the ledger rules time frame. Meaning, if your transactions are set to close after 30 days, an adjustment cannot be backdated 31 days.

• The patient name will automatically populate in the adjustment field if you start on a patient ledger; however, you will need to select the patient if you start in the guarantor view.

• If you select Patient Refund, you will have the option to apply the refund to a payment made by the patient.

• To learn more about adjustment types, see Managing payment and adjustment types in the knowledge base.