In the Patient
window, click 
. The first
window of the Payment Wizard is displayed.
In the Pay/Adj
Code field, click 
to search
or type the code and press Tab.
In the Amount field, type an adjustment amount.
If you are entering a refund and your practice uses WinOMS to print refund checks, select Print Refund Check.
Click Next. The next window of the Payment Wizard is displayed.
In the Apply column, type the appropriate adjustment amount to distribute the adjustment to specific charges.
Click Next. The final window of the Payment Wizard is displayed.
From the list in the Next Action column, select the next action.
From the Billing Category drop-down list, select the appropriate billing category, if applicable.
Select the appropriate option to change the billing indicator, if applicable.
Click Finish. The Exit Options window is displayed.
Select one of the following options:
Open Payments—Closes the Payment Wizard and returns to the Open Payments window.
Check Out Window—Closes the Payment Wizard to check out the patient.
Exit—Closes the Payment Wizard.