1.5 Adjustment Types

Owned by Joanne H
Last updated: Mar 13, 2023 by Jessica Buczynski
1 min read

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:

  1. Enter a Name (abbreviated short code/acronym)

  2. 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:

  1. To Edit: Click on the adjustment type from the table and make necessary edits

  2. 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.

  1. Click "Create Incentive+”, Select Fixed or Percentage and amount/percent

  2. Enter Name and Description

  3. 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