1.3 Other Utility: 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 & you can create your own Negative/Positive adjustments to apply to charges for both Patient & Insurance balances.

Go To: BILLING > CHARGE UTILITY > ADJUSTMENT TYPES

To Edit Pre-Defined Adjustment Types:

1. Click 'EDIT' on the desired line item to enter your changes & then click Save
2. You can also click 'DELETE' to remove an Adjustment Type from the list.

To Create A New Adjustment Type:

1. Enter a Name (abbreviated short code/title for the item)
2. Enter a Description for the adjustment
3. Adjustment Type: Select from dropdown whether this adjustment will apply to Patient pending balances, or Insurance pending balances.
4. Adjustment Effect: Select from the dropdown menu Negative to write a balance off, or Positive to add/increase a pending balance.
5. Click Save

You can only create a Positive adjustment for patient balances, not for Insurance balances.
Adjustments can be used for extending professional courtesy to colleagues, running a promotion, applying sales tax to products etc. Adjustment descriptions provide documentation showing how/why a balance was adjusted. Applying & managing adjustments is further demonstrated in the Patient Accounting portion of this manual.