Post Adjustment

You can easily adjust a balance that no longer needs to be billed and collected by the practice (e.g., small balance).

There are two common workflows:

• Post an adjustment related to a specific Payment record and use that payment's posting date.
• Post the adjustment on the Claim record to use the current posting date, and if applicable, relate the adjustment to a specific Payment record.

Post Adjustment on Payment Record Follow the steps below to post an adjustment that is related to a specific Payment record and use that payment's posting date for the adjustment. Find the payment then double click to open it. The Edit Payment window opens. Select the Apply tab. The additional payment details display. Click to select the patient and/or service line with the balance that needs to be adjusted. Click More + in the lower right of the window. Additional options display.
Click the drop-down arrow and select 2 - Adjustment. Once selected, additional fields become available. Click the drop-down arrow and select the appropriate adjustment code. Enter the amount that needs to be adjusted. Click Post. The Adjustment transaction line is posted. If the adjustment creates a zero balance, click the drop-down arrow and select Settle to settle the claim. Then, click Post. The Settled transaction line is posted. Click Save.
Post Adjustment on Claim Record Follow the steps below to post the adjustment on the Claim record to use the current posting date, and if applicable, relate the adjustment to a specific Payment record. Find the claim with the balance that needs to be adjusted then double click to open it. The Edit Claim window opens. Click Action and select Adjustment from the menu. Additional options display. Enter the information. Type: Defaults to 2 - Adjustment. Posting Date: Defaults to the current date. If necessary, enter a different posting date. Adjustment: The amount that needs to be adjusted. Adjustment Code: Click the drop-down arrow and select the appropriate adjustment code. Reason Code: Click the drop-down arrow and select the appropriate reason code for the balance. Change Status: Click the drop-down arrow and select the appropriate status update. If there's a balance after the adjustment, select to Bill patient or Bill payer. If the adjustment creates a zero balance, select Settle to settle the claim. To keep the current status after the adjustment, select None. Related Payment: If applicable, click Related Payment to search and select a Payment record the adjustment is related to. Note: Internal notes related to the adjustment that will display when viewing transaction line details. Verify the information is correct. Once applied, the transaction line is posted and automatically saved. Click Apply. The Adjustment transaction line is posted. If the option to change the status was selected, an additional transaction line is posted.