Adjustments are used to create additional charges or reduce charges on a patient account. They are always attached to a single patient and Provider and can be optionally attached to a procedure. Adjustments affect production on the Production and Income Report. To report on adjustments only see the daily Adjustment Report.
There are three ways to add an adjustment:
Amount: The amount of the adjustment.
Clinic: Only shows if Clinics is turned on. Defaults to the patient's clinic set in the Edit Patient Information window. Click the dropdown to change.
Adjustment Types: Customize options in Definitions, Adj Types.
Procedure: Attach or detach a completed procedure to the adjustment.
To require users to attach a procedure to adjustments, see Account Module Preferences, 'Force users to attach procedures to adjustments'.
Note: Enter any notes about the adjustment. To view adjustment notes on statements, see Manage Module Preferences, 'Show notes for adjustments'.
Delete: Remove the adjustment from the patient's account.
OK: Save changes made to this window.
Cancel: Close the window without saving any changes.
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