Posting Payments > Posting Account Payments > Posting Adjustments

Posting Production Adjustments

Post a production adjustment when the production doctor or the fee is changed. Use production adjustments to post provider allocation changes, courtesy credits, insurance adjustments, and write-offs.

Example:A patient has an outstanding balance of $300 and your office sends the account to a collection agency. The collection agency eventually sends a check for $200.

In this scenario, you have the following options:

Apply the payment to the patient account when you receive a payment and write off the remaining account balance. To post the payment and write off the remaining balance, post a $200 check payment (codes 3—10) and post a production code (codes 50—59) for $100.

Post a $300 write-off (codes 50—59) to the patient account when you send the account to the collection agency. After payment is received, post $200 (codes 3—10) to the patient account and post a debit production adjustment (codes 40—47) equal to the amount of the collection agency check.

To post a production 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 Production Adj. in the Select Operation section. The Payments — Production Adjustments window is displayed.

3. Select the charge adjustment code from the Code drop-down list. The transactions total is displayed in the Amount field.

4. Type the collection doctor’s identification number in the Dr $ column for each transaction.

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

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

7. Click Post.

8. Click Close.

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