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


Adjustments are used to create additional charges or reduce charges on a patient account and affect production (see Production and Income). They are also used by the Billing/Finance Charges, Late Charges, Broken Appointments Automation, Discount Plans, and Sales Tax tool. Adjustments can be attached to a procedure but are always attached to a single patient and assigned to a provider and clinic.

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 dropdown to select a different clinic (only clinics restricted to the user will show) or attach a procedure to inherit the procedure's clinic.

  • Creating new adjustments through the Procedure Edit window will automatically update the clinic and provider on the adjustment to match that of the procedure.
  • Linking existing adjustments to a procedure through the Procedure Edit window will not automatically update the clinic and provider assignment. Either choose an adjustment with a matching clinic and provider or edit the adjustment to match the procedure.

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 of production).

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

Procedure: Attach or detach this adjustment from a procedure. To set whether users are required to allocate an adjustment to a procedure, see Adjustments in Allocations Setup.

Edit Anyway: Allows user to change the provider and clinic. Button is only visible if the adjustment is attached to a procedure and the Adjustment preference in Allocations Setup is set to Rigorous. Users must have the Setup security permission.

Note: The clinic and provider of the adjustment must match the attached procedure. 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.

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.

For additional allocation and adjustment related settings, review Allocations Setup, 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.