Add Multiple Adjustments

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

To open the window from the Account Module:

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.

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.

Note: Custom text that appears on each adjustment. To show this note on statements enable the Manage Module 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 the adjustment to the patient's account.

Cancel: Close the window without saving any changes.