1.5 Adjustment Types
- Joanne H
- Jessica Buczynski
- Maria Holevas
Go To: BILLING > OTHER UTILITIES > ADJUSTMENT TYPES
Adjustments can be used as a tool to write off balances, offer discounts & also apply sales tax to patient accounts. We offer commonly used pre-defined Adjustment types & users can create their own Negative/Positive adjustments to apply to charges for both Patient & Insurance balances.
Applying & managing adjustments is further demonstrated in the Patient Accounting portion of this manual.
To Create A New Adjustment Type:
Enter a Name (abbreviated short code/acronym)
Enter a Description, Type of balance you want to use this on, and Effect (Negative to subtract money or Positive to add money).
Users cannot create a Positive adjustment for insurance balances.
To Edit or Delete Adjustment Types:
To Edit: Click on the adjustment type from the table and make necessary edits
To Delete click on the trash can in the action column
Users cannot delete adjustment types/incentives that are in use on patient accounts.
Incentives
Incentives allow for a fixed amount or percentage to be deducted from a patient balance.
Click "Create Incentive+”, Select Fixed or Percentage and amount/percent
Enter Name and Description
Click Save
Incentives are only used on patient balances and will only have a negative (-) effect on the balance
You are able to export your adjustment list to an excel document