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Adjustments are used to create additional charges or reduce charges on a patient account. They are always attached to a single patient and Provider and can be optionally attached to a procedure. Adjustments affect production on the Production and Income Report. To report on adjustments only see the daily Adjustment Report.

There are three ways to add an adjustment:


  • Entry Date: The date the adjustment entry was created. It cannot be changed.
  • Adjustment Date: It is advised to make this date the same as the date of the payment or procedure it relates to.
  • (procedure date): The date of the procedure attached to this adjustment.

Amount: The amount of the adjustment.

Provider: Click the dropdown or [...] to attach a provider. If using Clinics and providers are restricted to clinics in Security, only providers available for the selected clinic are options.

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:  Customize options in Definitions, Adj Types.

  • Additions: This type adds a charge for the adjustment amount to the patient's account balance. 
  • Subtractions: This type subtracts the adjustment amount from the patient's account balance (issues a credit). 

Procedure: Attach or detach 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.

To require users to attach a procedure to adjustments, see Account Module Preferences, 'Force users to attach procedures to adjustments'.

Note:  Enter any notes about the adjustment. To view adjustment notes on statements, see Manage Module Preferences, 'Show notes for adjustments'.

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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