In the Edit Adjustment window, click Attach.
Alternatively, when an account has unearned income, click Allocate Unearned in the payment dropdown from the Account Module.
Credit Filter: There are three options to filter the procedures.
- 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.
Breakdown: Highlight one or more procedures to see the breakdown of fees, adjustments, paysplits, payments, and write-offs.