Editing credit adjustments for third-party payments

You can edit a credit adjustment that is associated with a third-party payment that was posted to a patient's ledger.

To edit a credit adjustment for a third-party payment

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. Do one of the following:

   • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

     

   • On the Patient menu, under Financial, click (or tap) Ledger.

   The patient's Ledger page opens.

1. On a patient's Ledger page, click (or tap) a credit adjustment that is associated with a third-party payment for a claim.

   

   The Edit Credit (-) Adjustment dialogue box appears.

   

2. Click (or tap) the Third-party payment link.

   The Edit Payment (-) dialogue box appears.

   

3. Change the details of the adjustment for the associated third-party payment as needed.

   Change any of the following options:

   • Date - The date of the payment and the adjustment. To change the date, click (or tap) in the box, and select the correct date.

   • Adjustment Type - The adjustment type, such as Third-Party Adjustment.

   • Adjustment - For each procedure on the claim, the amount of the adjustment to apply to that procedure.

4. Click (or tap) Save.

Related Topics

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Related Errors/Questions

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