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

In the Account Module toolbar, click the Adjustment dropdown and select Add Multiple.

Alternatively:

• 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. 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.

• 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.

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.

Add: Add adjustments to view before adding them to the account. This allows you to confirm amounts before saving.

Update: Update adjustments based on the settings above. This allows you to alter the adjustments as needed before saving.

Delete: Highlight an adjustment then click to delete it. Useful if an adjustment was assigned to the incorrect procedure.

Available Procedures: 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.

• 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.

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

Add Adjustments: Click to create an adjustment for the selected procedures with the Adjustment Info and Note.

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

OK: Save changes and post adjustment(s) to the patient's account. If the adjustment exceeds the estimated patient portion remaining, users receive an Overpaid Procedure Warning.

Cancel: Close the window without saving any changes.