Right-click a payment in the patient's transaction ledger and select Adjust. See "Transactions Panel" for details about opening the ledger.
Use the Adjust Receipt wizard to fix posting errors, and reverse payments that have been returned for insufficient funds.
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Right-click a payment in the patient's transaction ledger and select Adjust. See "Transactions Panel" for details about opening the ledger.
Note: Do not use this payment adjustment wizard to issue refunds to a patient account. See "Issue Refunds" for details about this type of transaction.
Select adjustment reason - Carefully read the explanation of each choice, then select the best reason for the adjustment and click Next. The rest of the adjustment wizard depends upon which reason you selected.
Transfer to another account - Select to move the payment to a different contract for the same patient, or click 
beside the current patient's name to select a different patient. Then click Next to continue.
Insufficient funds - Type a note regarding this adjustment, if needed, then click Next to continue.
Incorrect amount - Enter the correct amount of the payment, and type a note about the adjustment, if needed. Then click Next to continue.
Unintended posting - Since most payment errors are accounted for with the other types of adjustments, this type is used very rarely. You must type a note regarding this adjustment before you click Next to continue.
Review summary & finish - Review the details of the payment adjustment, then click Finish to complete the transaction, or Back to return to the previous adjustment screen.
Incorrect amount prompt - As you complete an adjustment for an incorrect amount, the proper payment is posted automatically, unless the original transaction was posted through a payment processor (Vanco, X-Charge, Element). Then, you are prompted to manually post the payment for the correct amount. After posting the correct payment, you may exit the Post Transaction window.
Accounts updated - As soon as you complete a payment adjustment, appropriate transactions are recorded as Receipt Adjustments in all affected accounts.
Single adjustment limit - Once you adjust a receipt, you cannot right-click to adjust it again: The adjustment transaction is permanent.
Receipt adjustment tracking - The Receipt Adjustments section of your Transaction report lists transactions posted as receipt adjustments and refunds. These transactions are not included in your deposit total.
Print adjustment audit 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.
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