3.2 Applying Adjustments or Incentives to Patient Accounts

Owned by Joanne H
Last updated: Sept 16, 2020 by Maria Holevas
2 min read

Applying Adjustments or Incentives to Patient Accounts

Adjustments can be applied to Patient or Insurance Balances.  This can be used anytime a change needs to be made to a balance such as a write off or a fee added. Incentives are a way to take a fixed amount or percentage amount off a patient balance. This can be used if you are running some kind of special or give a discount for certain services.
 
 
Go To: BILLING > PATIENT ACCOUNTING > PATIENT ACCOUNTS
It's important to note that any adjustments applied to Insurance balances will affect the posting of Insurance EOB's moving forward. When posting EOB's adjustments are applied automatically once the check is closed, so it may be a good idea to first post any anticipated EOB's & then decide if further management is needed on Insurance balances.
 
A. TO APPLY AN ADJUSTMENT TO A PATIENT BALANCE:

  1. Click on Adjustments

  2. Select Post Date, Adjustment Type and Reason

  3. Select the Visit(s)/Extra Charge(s) you wish to make the adjustment on

  4. Apply the adjustment amount to the CPT code or extra charge.

  5. Click Save Adjustment

  6. Click Done

B. TO APPLY AN ADJUSTMENT TO AN INSURANCE BALANCE

  1. Click on Adjustments

  2. Select Post Date

  3. Select the check box “This is an Insurance Adjustment”

  4. Select the Reason, the insurance you wish to adjust and apply the adjustment to the visit

  5. Click Save Adjustment when done.

  6. Click Done

C.  APPLY A FIXED OR PERCENTAGE INCENTIVE

  1. Click on Adjustments

  2. Select Post Date, Incentive and Reason

  3. Select the Visit(s)/Extra Charge(s) you wish to make the adjustment on

  4. The fixed amount or percentage will appear appear under the Adj Amt. You may edit if you wish at this time.

  5. Click Save Adjustment when done.

To Remove an Adjustment:

  1. Click on the Date under the Enc Column

  2. Select the Check box of the Patient Payment or Adjustment you wish to delete

  3. Click Delete at the bottom of the screen and confirm.

  4. You will receive a confirmation that the payment has been deleted.  This payment will no longer show in the system.

    1. If this was a OE transaction you will not be able to delete you must refund. 

    2. If this money was collected as a UAC, the amount will transfer back to the UAC.


Details for adjustments can be viewed by clicking on 'Enc. Date' on the selected DOS/Encounter. Adjusting Multiple DOS/Encounters: You can click on multiple Show boxes for multiple DOS'/Encounters & enter adjustment amounts all at once.