In the Account Module, in the toolbar, click Adjustment.


Adjustments are used to create additional charges or reduce charges on a patient account. They are always attached to a single patient, provider, and clinic. Additionally, adjustments can be attached to a procedure. Adjustments affect production (see Production and Income).

Adjustments are also used by the Billing/Finance Charges, Broken Appointments Automation, Discount Plans, and Sales Tax tool.

Entry Date: The date the adjustment entry was created. It cannot be changed.
Adjustment Date: Typically the same as the entry date. Modifying this date could potentially change historical data.
(procedure date): The date of the procedure attached to this adjustment.
Amount: The amount of the adjustment.
Provider: Defaults to the patient's primary provider. Click the dropdown or [...] to select a different provider (only providers restricted to the users clinic will show) or attach a procedure to inherit the procedure's provider.
Clinic: Defaults to the patient's assigned clinic. Click the drop down to select a different clinic (only clinics restricted to the user will show) or attach a procedure to inherit the procedure's clinic.

If a procedure is attached to an adjustment, or the adjustment is added through the Procedure Info window, the adjustment is assigned to the procedure's clinic and provider. To give users the ability to change the default clinic and provider assignment see the Account Module Preferences, Enforce Valid Adjustments.

Note: The procedure's clinic and provider must match the clinic and provider of the adjustment. If the provider and clinic do not match, the procedure value will not be updated and the adjustment will be considered a separate charge when a payment is applied.

Additions: List of adjustment types that add the adjustment amount to the patient's account balance.
Subtractions: List of adjustment types that subtract the adjustment amount from the patient's account balance (issues a credit).

To customize the list of adjustment types, see Definitions: Adj Types.

Procedure: Apply or remove the adjustment from a procedure. To set whether or not users are required to associate an adjustment to a procedure, see the Account Module Preferences, Enforce Valid Adjustments.

Edit Anyway: Allows user to change the provider and clinic. Button is only visible if Enforce Valid Adjustments, Enforce Fully Account Module preference is enabled and the user has the Setup security permission.

Note: If an adjustment is attached to a payment or a Dynamic Payment Plan, you cannot add a procedure later.

Note: Enter any notes about the adjustment. To show these notes on statements, see Manage Module Preferences.

Delete: Remove the adjustment from the patient's account. Adjustments attached to a payment or payment plan cannot be deleted.

OK: Save changes made to this window. If the adjustment is attached to a procedure and the amount exceeds the procedure's remaining balance, clicking OK will prompt the user with an Overpaid Procedure Warning.

Cancel: Close the window without saving any changes.

To determine behavior and logic of adjustments, review other preferences in Account Module Preferences and Appointments Module Preferences. Use the Daily Adjustments Report to report on custom types.

Add Multiple Adjustments

To create multiple adjustments attached to multiple procedures at once, see Add Multiple Adjustments.