4.2 Applying Adjustments to Patient Accounts

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

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:

Under 'Select Action' click the dropdown & choose 'Adjustments'
Adjustment Charge Type: (bottom right) Click the dropdown & select the Adjustment Type
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.
Click Save when done.

B. TO APPLY AN ADJUSTMENT TO AN INSURANCE BALANCE

Under 'Select Action' click the dropdown & choose 'Adjustments'
Check the 'Ins' box (bottom left) & select the Insurance Co.
Adjustment Charge Type: Click the dropdown & select the Adjustment Type
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.
Click Save when done.

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

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