4.2 Applying Adjustments to Patient Accounts

Adjustments can be applied to Patient Balances, as well as Insurance Balances.
Go To: BILLING > PATIENT ACCOUNTING

A. TO APPLY AN ADJUSTMENT TO A PATIENT BALANCE:

1. Under 'Select Action' click the dropdown & choose 'Adjustments'
2. Adjustment Charge Type: (bottom right) Click the dropdown & select the Adjustment Type
3. Under 'Post' click the Show box on the DOS/Encounter to display the CPT Code line items & enter the ($) Amounts that are to be written off.
4. Click Save when done.

B. TO APPLY AN ADJUSTMENT TO AN INSURANCE BALANCE

1. Under 'Select Action' click the dropdown & choose 'Adjustments'
2. Check the 'Ins' box (bottom left) & select the Insurance Co.
3. Adjustment Charge Type: Click the dropdown & select the Adjustment Type
4. Under 'Post' click the Show box on the DOS/Encounter to display the CPT Code line items & enter the ($) Amounts that are to be written off.
5. Click Save when done.

C. TO APPLY AN ADJUSTMENT AT THE TIME OF COLLECTING A PATIENT PAYMENT

1. Under 'Select Action' click the dropdown & choose 'Patient Payment'
2. Type in the Amount*($) to be collected on the left
3. Select the Method of Payment on the right
4. Select the Adjustment Type from the drop-down on the Right
5. Under 'Post' click the Show box on the DOS/Encounter to display the CPT Code line items & enter the ($) Amounts that are to be collected and simultaneously written off, moving left to right.
6. Click Save when done.

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.