Setting Up the Office Expert

Defining Unapplied Payment/Adjustment Items

Unapplied Payment/Adjustment items provide a list of accounts that have unapplied payments and adjustments.

To define an Unapplied Payment/Adjustment item:

1. On the Experts tab, select Unapplied Pay/Adj from the Office Expert Category field.

2. Click New. The Unapplied Payment/Adjustment Report window is displayed.

3. Set the following options in the Report Criteria fields:

• Pay/Adj ThroughDate to use for including payments/adjustments posted on or before the specified date

• Patient OfficeName of the office

• ProviderName of the provider

4. Click Ok.