In this documentation, we'll show you how to add a Patient Adjustment to an invoice.
Locate the invoice that requires a patient adjustment and select the three dots to the right of the invoice.
Select Patient Adjustment from the dropdown menu.
Specify the
Adjustment Amountand confirm theDate of Adjustment(this defaults to the current date).Optional: Select a
Typefor the adjustment, such as:Bad Debt
Courtesy
Other, etc.
Provide a
Descriptionexplaining why the patient is receiving the adjustment.Optional: Apply the adjustment to a specific line item if needed.
Once everything has been completed, select the
Finishedbutton in order to apply the adjustment to the invoice.
Now, you'll be able to see the adjustment listed under the Adjustments tab when reviewing the invoice.
As always, feel free to reach out if you have any questions or concerns and we'll be more than happy to help!