Using the Financial Functions Windows > Using the Financial Functions - Adjustments Window

Using the Adjustments Window

The Financial Functions—Adjustments window enables you to correct posting errors, transfer balances, issue refunds, and post discounts and write-offs.

To access the Financial Functions—Adjustments window, click the Financial Functions button in the patient chart. The Financial Functions—Charges and Payments window is displayed. Click the Adjustments button. The Financial Functions—Adjustments window is displayed.

OR

If you are working in another financial window, click the Adjustments button. The Financial Functions—Adjustments window is displayed.

You must enter a comment to indicate why the adjustment is being made. In most cases, the software provides a comment with details about the adjustment.

Adjustments are classified into the following categories:

• Transaction Adjustments—Transaction adjustments display a list of posted transactions in a grid, enabling you to select the transaction that needs adjustment. Transaction adjustments reverse the selected entry. If a transaction is split, both the responsible party and insurance amounts are adjusted automatically.

• Balance Adjustments—Balance adjustments are not related to a specific transaction but, instead, affect the patient’s total balance, current balance, or both. Refunds, discounts, and write-offs are examples of balance adjustments. The adjust aging and location change functions are also considered balance adjustments.

• Transfers—Transfers enable you to divide money among patients, responsible parties, and insurance carriers. Most transfers allow you to move money only within the family account. The responsible party to responsible party transfer is the only transfer that enables you to move money to an account outside of the family account.

Related Topics

Using the Menu Bar and the Financial Functions Buttons

Making Charge Adjustments

Making Payment Adjustments

Viewing Totals

Viewing the Ledger

Using the Financial Functions - Charges and Payments Window

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