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Kareo Help Center

Post Adjustment

Sometimes you need to make an adjustment off of a balance; for example, removing the cost of a patient visit for a provider’s family member or writing off a bad debt.

To post an adjustment

  1. Click Encounters>Find Payments.
  2. Once you find the payment, double-click the record to open it. If applicable, uncheck the "Show unapplied only" box to search through all records.
  3. Click the Apply tab.
  4. Check the box of the line of service that shows the balance you want to adjust.
  5. Click More + on the lower right of the window.
  6. Post the adjustment. See image below.
  7. As a final step, if the adjustment creates a $0.00 balance, you must then settle the balance:
  • Select Settle form the drop-down menu and click Post.

  1. Select Adjustment from the first drop-down menu.
  2. Select the adjustment code from the second drop-down menu.
  3. Enter the adjustment amount and click Post.
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