To add an adjustment, in the Account module, click Adjustment.
Adjustments are always attached to a single patient and Provider and can be optionally attached to a procedure. The adjustment can be an addition or a subtraction to the account. Adjustments are reportable. See Reports.
Amount: The amount of the adjustment.
Clinic: Only shows if Clinics is turned on. Defaults to the patient's clinic set in the Edit Patient Information window. Click the dropdown to change.
Adjustment Types: Options are customizable in Definitions, Adj Types.
Procedure: (optional) Attach a completed procedure to the adjustment. Click Attach to open a list of completed procedures, then double click to select. Procedure and fee details will show. Click Detach to remove the association to a procedure. Set whether attaching a procedure is required or optional in Account Module Preferences, 'Force users to attach procedures to adjustments). Adjustments can also be attached to procedures at the procedure level. See Procedure Info - Financial Tab.
Note: Enter any notes about the adjustment.
Delete: Remove the adjustment from the patient's account.
OK: Save changes made to this window.
Cancel: Close the window without saving any changes.
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