Add an Adjustment in the Ledger
Q: How do I add an adjustment in the ledger?
1. Open the Patient's Account
Click on the Billing menu, then select Patient Account. Search for the account using the patient's last name, then click Select to open the account.
2. Open the Patient's Ledger
Click on the Ledger tab.
3. Add Adjustment
Click the Add Adjustment button.
4. Select Adjustment Code
Select the adjustment code using the Code or Description drop-down menus.
5. Apply Adjustment and Add Adjustment Comment
Add adjustment comments for internal reference.
Click the arrow next to the charge line for which you wish to apply an adjustment. The amount will default to the charge balance amount, but can be edited.
Click the Save button to save the adjustment.
Adjustment Added to Ledger
The adjustment has now been added to the patient's ledger.