Posting Collection Adjustments

Post a collection adjustment when the collection amount is changed. Post collection adjustments, credit balances, returned checks and fees, and collection debit adjustments from the Payments — Collections Adjustments window.

Example:Example:You post a $300 payment to Patrick Patient’s account instead of to Patricia Patient’s account. To correct the mistake, post a collection debit adjustment (codes 30.00 to 39.89) of $300 to Patrick’s account and post a payment code (1.00 to 20.89) to Patricia’s account.

To post a collection adjustment to an account or patient record:

Select an option:

In the Account List window:In the Account List window:Select the account and select Payments.
In the Account window:In the Account window:Select Payments.
In the Patient List window:In the Patient List window:Select the patient and select Transactions. The patient Transactions window is displayed. Select Payments.
In the Patient window:In the Patient window:Select Transactions. The patient Transactions window is displayed. Select Payments.

The Payments window is displayed.

Select Collection Adj. in the Select Operation section. The Payments — Collections Adjustments window is displayed.
Select a payment adjustment code (codes 21.00 — 39.89) from the Code drop-down list. The total for transactions displayed in the window is displayed in the Amount field.
Type the adjustment amount in the Amount column for each transaction.
To add a note to a transaction, select the Notes column and type the information.
Click Post.
Click Close.

TipTip

When posting a returned check, the balance and provider collections are increased. Select codes 61.00-91.89 to post a returned check charge.