Add Multiple Adjustments
Use the Add Multiple Adjustments window to add adjustments for multiple procedures at once.
In the Adjustment Info section, enter the adjustment details.
Date: Typically the same as the entry date. Modifying this date could potentially change historical data. Date changes must be made prior to clicking Add Adjustment for the proper date to display.
Amount / Percent: The amount of the adjustment to attach to the selected procedure. Select a radio button to further define the adjustment amount. Adjustment Create Permission is required to create an adjustment other than $0.
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.
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.
In the bottom section of the Add Multiple Adjustment window, select procedures to apply adjustments, add note, add adjustments, and more.
Account Entries Grid: Select procedure to attach to adjustment. Completed procedures with a remaining balance. To filter the list, use the Credit Filter radio buttons. Defaults to include all credits when the Adjustments preference in Allocations Setup is set to Manual.
Note: Custom text that appears on each adjustment. To show this note on statements enable the preference, Show notes for adjustments.
Add: Click to create adjustments in the Account Entries Grid for selected procedures with the entered Adjustment Info and Note. Adjustments are not yet posted.
Update: Update adjustments based on the settings in Adjustment Info. This allows users to alter adjustments as needed before saving.
Delete: Select adjustment(s) and click to delete from the Account Entries grid.
OK: Save changes and post adjustment(s) to the patient's account. If adjustment exceeds the estimated patient portion remaining, users receive an Overpaid Procedure Warning.
Cancel: Close the window without saving changes.