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
Use the Patient Search box to access a patient's record.
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.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
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.
Click (or tap) the Third-party payment link.
The Edit Payment (-) dialogue box appears.
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.
Click (or tap) Save.