Adjusting a Patient or an Insurance Balance

Version 14.19
Path: Billing tab > Patient Chart button > Payments

Overview

Learn how to adjust a patient or insurance balance by following the steps below.

Adjusting Balances

  1. Click the Billing tab.
  2. Click the Patient Chart button.
  3. Search for and select the patient.
  4. Click Payments.
  5. Click the New Payment button. The Add Payments & Adjustments window will open.
  6. All unpaid transactions display in the bottom panel. The Insurance tab will be selected if an insurance balance.
Ensure that you are on the correct tab of the add payments and adjustments screen. Balances are displayed in separate Patient Balance (Orange Background) and Insurance Balance (Green Background) tabs, each with distinctly colored background displays.

To Enter an Insurance Adjustment

  1. Confirm you are on the Insurance tab.
  2. Click on the field labeled Pay Method to select AD Adjustment Only.
  3. (Optional) Click into the Memo field and enter additional information such as the adjustment reason or date of EOB payment.
  4. If you are receiving a non-payment check and the EOB states to adjust a balance, enter the insurance adjustment amount in the Adjust field under Adjudication Details.

  1. Click the dropdown arrow in the Adjust Reason column and select an adjustment reason from the list.
  2. Click the Save + Close button.

To Enter a Patient Adjustment

  1. Confirm you are on the Patient tab.
  2. Click on the field labeled Pay Method to select AD Adjustment Only.
  3. (Optional) Click into the Memo field and enter additional information.
  4. Enter the amount to adjust in the Adjust column.
  5. Click the dropdown arrow in the Adjust Reason column and select an adjustment reason from the list.
  6. Click the Save + Close button.

Version 14.10

Overview

Learn how to adjust a patient or insurance balance by following the steps below.

Adjusting Balances

  1. Open up your Patient's Account  in which you wish to adjust a balance.  
  2. Click on the Payments tab .
  3. To add an adjustment click on Add Payment button.
  4. This will bring you into your Add Payments and Adjustments screen.
Ensure that you are on the correct tab of the add payments and adjustments screen. Balances are displayed in separate Patient Balance (Orange Background) and Insurance Balance (Green Background) tabs, each with distinctly colored background displays.
  1.   All unpaid transactions are displayed in the lower portion of the form. By default, the form will open to the Insurance Balance tab, if there is an insurance balance.

To Enter an Insurance Adjustment

  1. Enter the following information in the fields:
  1. Click on the field labeled Pay Method to select AD Adjustment Only.
  2. Memo - This is an optional field for recording more specific information, such as the adjustment reason, or date of EOB payment.
  1. If you are receiving a non-payment check, and the EOB states to adjust a balance, enter in the insurance adjustment under the adjudication detail field.

  1. If you have identified an amount to be adjusted, you can select an adjustment reason by clicking on the down arrow in the Adj. Reason column, and selecting from the dropdown menu.
  2. Save and Close in the lower right side of your screen.

To Enter a Patient Adjustment

  1. Open up your Patient's Account in which you wish to adjust a balance.
  2. Click on Payments.
  3. To add an adjustment click on Add Payment.
  4. This will bring you into your screen Add Payments and Adjustments.
Ensure that you are on the correct tab of the Add Payments and Adjustments screen. Balances are displayed in separate Patient Balance (Orange Background) and Insurance Balance (Green Background) tabs, each with distinctly colored background displays.
  1. Click on the field labeled PayMethod to select AD Adjustment Only.
  2. Memo - This is an optional field for recording more specific information, such as the adjustment reason.
  3. Enter in the Adjustment column the amount which you desire to adjust off from the patient responsibility.
  4. If you have identified an amount to be adjusted, you can select an adjustment reason by clicking on the down arrow in the Adj. Reason column, and selecting from the dropdown menu.
  5. Save and Close in the lower right side of your screen.