Performing Financial Functions > Using the Financial Functions -- Adjustments Window
Charge adjustments are used for adjusting non-contract charges from a patient ledger and patient tracking record (Example). More...
To make a charge adjustment:
Select the Charge Adjustment option button in the Financial Functions — Adjustments window. The charges available for adjustment are displayed in the center of the Financial Functions — Adjustments window.
Select the charge you want to adjust. A default comment is displayed in the Comment section, and the cursor moves to the end of this comment automatically. Add your own comment at the end of this comment, or select the comment and replace it with another comment.
Click Posted in Error. The Posted in Error window is displayed, showing a description of the procedure and all accounts that are affected by the adjustment.
Click OK to post the adjustment and update all accounts indicated in the window.
If you select Cancel, the software does not post the adjustment and returns you to the Charge Adjustment input section.
If a charge is adjusted before a statement is generated for the account, neither the charge nor the adjustment is displayed in the ledger section of the statement.
When a charge is reversed, it is grayed out on the Financial Functions window, as well as in the ledger.
An alternative to using the charge adjustment feature is to transfer the amount posted in error to the correct responsible party/insurance. However, if the procedure was posted to the wrong patient, it should be re-posted to the correct patient rather than transferred, for purposes of patient tracking.
Click here for Charge Adjustment Hints and Tips.