Setup Adjustment Maintenance

Q: How do I setup Adjustment maintenance?

*Note: PM Setup

The Practice Management setup process must be completed in a specific order.  Please follow the setup lessons for step-by-step instructions.

1. Open Adjustment Maintenance

1. Open Adjustment Maintenance

If you wish to add, edit or inactivate an Adjustment code within the Practice Management system, follow the steps below:

Click the Tools menu, then select Billing Maintenance > Adjustment Maintenance.

2. Add a New Adjustment Code

2. Add a New Adjustment Code

In the Custom Codes section, click the Green + button to create a new adjustment code.

3. Enter New Code & Description

3. Enter New Code & Description

After clicking the Green + button, SOAPware will allow you to create the adjustment code:

  1. New Code: enter the new adjustment code
  2. New Description: create a description for the new adjustment code
  3. Note: enter notes as desired
  4. Add: click Add to save

4. Code List

4. Code List

The Code List will display the clinic's current list of adjustment codes.  

  1. To inactivate a code, highlight the code then check the "Inactive" box.
  2. To hide inactive adjustment codes, click the "Hide Inactive Codes" box.
  3. Click Close to close the Adjustment Code Maintenance window.