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Add Multiple Adjustments Window

Use the Add Multiple Adjustments window to add Adjustments for multiple procedures at once.

To open the window from the Account Module:

  • In the toolbar, click the Adjustment dropdown and select Add Multiple.
  • Highlight multiple procedures, click the Adjustment dropdown and select Add Multiple.
  • Highlight multiple procedures, then right click and select Add Adjustment.

Date: Typically the same as the entry date. Modifying this date could potentially change historical data.

Amount / Percent: The amount of the adjustment to attach to the selected procedure. Select a radio button to further define the adjustment amount.

  • Fixed Amount: Each adjustment will be fixed dollar amount.
  • Percent of Remaining Balance: Each adjustment will be a percentage of each procedure's unpaid portion (Ins Est + Pat Port) - (Ins Paid - Write-off).
  • Percent of Fee: Each adjustment will be a percentage of the attached procedure's fee (does not consider insurance write-off).

Provider: Provider assigned to the adjustments. Defaults to inherit the provider on the attached procedure. Click the dropdown or [...] to select a different provider. This will affect the production of the provider.

Clinic: Clinic assigned to the adjustments. Defaults to inherit the clinic on the attached procedure. Click the dropdown or [...] to select a different clinic. This will affect the production of the clinic.

Note:
When 'Enforce Valid Adjustments, Enforce Fully' is enabled in Account Module Preferences, provider and clinic can not be overridden here. Instead, edit each adjustment from the patient account.

Additions: List of adjustment types that will increase the procedure fee. Customize options in Definitions: Adj Types.

Subtractions: List of adjustment types that will decrease the procedure fee. Customize options in Definitions, Adj Types.

Available Procedures: A list of the available procedures to attach the adjustments to. To filter the list, use the Credit Filter radio buttons. The default filter is based on the Account Module Preference enabled for Enforce Valid Adjustment.

  • Only allocated credits: Show all procedures that do not have enough attached credits (e.g. paysplits, adjustments) to cover the full cost of the procedure (e.g. procedures that have attached paysplits that only cover part of the cost).
  • Include all credits: Show all procedures that are not paid off using first in/first out logic. This logic applies when credits in a payment are not explicitly attached/allocated to procedures.
  • Exclude all credits: Show all procedures on this patient's account.

To apply an adjustment to procedures, enter the Adjustment Info and Note, then highlight the procedures and click Add Adjustments.

Note: Custom text that appears on each adjustment. To show this note on statements enable the Manage Module Preferences, 'Show notes for adjustments'.

To apply an adjustment to procedures, enter the Adjustment Info and Note, then highlight the procedures and click Add Adjustments.

Delete: Delete the highlighted adjustments from the Available Procedures with Adjustments grid.

OK: Save changes and post the adjustment to the patient's account.

Cancel: Close the window without saving any changes.

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