We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

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 these steps:

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 is displayed.

All unpaid transactions display in the bottom panel. The Insurance tab is selected if there is 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.

Entering an Insurance Adjustment

  1. Confirm you are on the Insurance tab.
  2. Select AD Adjustment Only from the Pay Method drop-down menu.
  3. Click the Memo field (optional) 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. Select an Adjust Reason from the drop-down menu. 
  2. Click the Save + Close button.

Entering a Patient Adjustment

  1. Confirm you are on the Patient tab.
  2. Select AD Adjustment Only from the Pay Method drop-down menu.
  3. Click the Memo (optional) field and enter Additional Information.
  4. Enter the Amount to adjust in the Adjust column.
  5. Select an Adjust Reason from the drop-down menu.
  6. Click the Save + Close button.

Version 14.10

Overview

Learn how to adjust a patient or insurance balance by following these steps:

Adjusting Balances

  1. Open up your Patient's Account  in which you wish to adjust a balance.  
  2. Click the Payments tab .
  3. To add an adjustment click the Add Payment button. The Add Payments and Adjustments screen is displayed.
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.

All unpaid transactions are displayed in the lower portion of the form. By default, the form opens 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. Select AD Adjustment Only from the Pay Method drop-down menu.
  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, select an Adjustment Reason from the drop-down menu.
  2. Click the Save + Close button.

Entering a Patient Adjustment

  1. Open up your Patient's Account in which you wish to adjust a balance.
  2. Click Payments.
  3. To add an adjustment click Add Payment. The Add Payments and Adjustments screen is displayed.
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. Select AD Adjustment Only from the Pay Method drop-down menu.
  2. Memo - This is an optional field for recording more specific information, such as the adjustment reason.
  3. Enter in the Amount in the Adjustment column that you wish to adjust off from the patient responsibility.
  4. If you have identified an amount to be adjusted, select an Adjustment Reason from the drop-down menu.
  5. Click the Save and Close button in the lower right side of your screen.