Posting Payments > Posting Account Payments > Posting Adjustments

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: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:

1. Select an option:

• In the Account List window:Select the account and select Payments.

• In the Account window:Select Payments.

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

• In the Patient window:Select Transactions. The patient Transactions window is displayed. Select Payments.

The Payments window is displayed.

2. Select Collection Adj. in the Select Operation section. The Payments — Collections Adjustments window is displayed.

3. 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.

4. Type the adjustment amount in the Amount column for each transaction.

5. To add a note to a transaction, select the Notes column and type the information.

6. Click Post.

7. Click Close.

Tip