Using Additional Modules, Products, and Services > Additional Modules > Using the Zuelke Financial Module > Using Zuelke Financial Module Reports

Using the Adjustment Report

Use the Adjustment report to view details of financial adjustments that were applied to accounts during the time frame you select.

To generate the Adjustment report:

1. From within the Zuelke Financial Module, select Adjustment Report. The Adjustment Report pane is displayed.

2. In the Month(s) to Print area, select the date range you want to display from the Print between field and the And field.

3. From the Order by drop-down list, select one of the following options:

4. Adjustments That Do Not Affect Balance

5. Adjustments That Affect Balance

6. All Adjustments

7. By default, the All Adjustments option is selected.

4. Click Print. The Adjustment Report window is displayed. The window displays a list of patients who received adjustments to their accounts which were closed on the daysheet during the selected time period. It includes the following details:

• PatientThis column displays the first and last name of the patient whose account received the adjustment.

• DateThis column displays the date the adjustment was applied to the account.

• ResponsibleThis column displays the first and last name of the responsible party for the account that received the adjustment.

• Description of ServiceThis column displays a description of the adjustment that was applied to the account.

• AmountThis column displays the amount of the adjustment that was applied to the account.

• Applied to TotalThis column displays the amount that was applied to the total balance of the account.

• Applied to CurrentThis column displays the amount that was applied to the current balance of the account.

• ClerkThis column displays the name of the staff member who applied the adjustment to the account.

5. Select one of the following options:

• Total number of Adjustments that Affect Balance

• Total number of Adjustments that Do Not Affect Balance

6. From the Filter by Adjustment Type drop-down list, you can select an adjustment type option to display only adjustments of that type.

• Only the types of adjustments included on the report are enabled in the Filter by Adjustment Type drop-down list.

7. Select one of the following options from the Order by field:

• Adjustment Type

• Patient Name

8. Click Print to generate the report.

Related Topics

Using Zuelke Financial Module Reports

Using the Accounts Receivable Report

Using the Case Start Tracking Report

Using the New Patient Exam Monitor Report

Using the Patient Detail Comparison Report

Using the Practice Investigator Report

Using the Referral Source Monitor Report

Using the Recall Monitor Report

Using the Zuelke Practice Monitor Report