Use the Adjust Charge feature to
Watch video tutorial. (Windows Media Player, an active Internet connection, and a valid Ortho2 customer login are required to run video tutorials, webinars, and training programs.)
You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient folder is not already open, you will use Fast Find to choose the patient
to work with. Otherwise,
Home or Patient or Patient Finances ribbon bar > 
Post transaction.
You can also post transactions from the Quick Access toolbar at the top of your Edge screen, and from your scheduler;
In addition, you can also right-click a charge in the patient's transaction ledger to adjust the charge. See "Transactions Panel" for details about opening a patient's transaction ledger.
Show posted transactions warning - You can set up Edge so that when you attempt to post a transaction before you finalize the Transaction Report for the previous day, you see a warning message. You must then confirm your action before continuing. This feature helps you maintain the integrity of daily transaction postings. After you have seen the message once, you can select not to see it again that day, if you choose. (See "Set Up Financial Options" for details.)
Select Patient and Billing Party Choose the account to work with. If needed, you can 
display completed contracts option to be sure you are viewing all accounts associated with this patient. In addition, the AR column at the far right of the post transactions window indicates whether the contract is set up with an Auto Receipts agreement.
Enable adjust
Select the charge to work with - All miscellaneous charges posted to the selected account appear at the bottom of the window. Click the 
icon beside the transaction you want to work with. (If you are adjusting a charge from the patient's transaction ledger, right-click the charge and select Adjust.)
Enter description - Select the type of
Enter amount - Enter the amount you want subtracted from the original fee. For example, to reduce a $50 Initial Exam charge by half, enter the adjustment amount of $25.
Post the Transaction - Click Post.
Alert - If the patient has an alert stop flag for this feature, the alerts box will appear when you initiate this feature for the patient. Review the alert information, then click the box to continue. (See "Patient Alerts" for details.)
Completed contracts option - Contracts that are fully paid do not appear in the list of accounts when you are posting transactions unless you enable the display completed contracts option at the top of the window.
Open ledger from post transaction window - Click the responsible party name in the Post Transaction window to open the patient's Finance page to the ledger details. You may need to drag the Post Transaction window to another location on your screen, or minimize it to your task bar in order to view the transactions.
Print report - Run an Adjustment Audit report to review receipt adjustments, miscellaneous charge adjustments, treatment fee adjustments, and receipts you have flagged as excluded from your deposit slip (by right-clicking the transaction in the patient's ledger), for any range of dates or Transaction reports. See "Adjustment Audit Report" for details.
Apply treatment fee adjustments - Use the Fees tab of the Contract Structure editor to work with the initial fees, periodic fees, and retention fees for each responsible party, and to apply treatment fee adjustments such as family discounts. See "Adjust Contract Fees & Schedules" for details.
Omit adjustments on electronic insurance claims - You can optionally omit adjustments you apply to miscellaneous charges from your electronic insurance form submissions. See "Electronic Insurance Forms" for details.
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