Set Up Transaction Adjustment Types

Use the Transaction Adjustments editor to categorize miscellaneous charge and contract (treatment fee) adjustments you apply to your patient financial accounts.

How to Get Here

Open the Editor - Home ribbon bar > Tools section > Editors > Financial > Transaction Adjustments. (You can also use the Search field to look for the editor you want to work with.)

Choose Your Settings

Select Existing Record - Your list of existing records appears at the left. Click the record to work with, then review and edit the details at the right.

Create New Record - Type a description in the Create New Adjustment portion of the window, and select whether the adjustment will affect the account's miscellaneous charges or contract (treatment) fee. Then click Add. You can then edit your new adjustment to complete the details.

Edit Details - Select a record to work with. If you just created a new record, it is selected automatically.

Save Changes - Click Save in your Quick Access toolbar or File ribbon bar (or press Ctrl+S on your keyboard) to save any changes you have made.

More Information

Print - You may want to print this list as a report for reference. See "Transaction Adjustments List" for details.

Editor History - When you open more than one editor without leaving the Editors window, a history of those editors appears at the top of your screen. You can click a name in the history to return to any previously opened editor, easily going back and forth between editors. This is useful, for example, when you are working with editors that are related to one another, such as the Treatment Chart Style editor and the Treatment Chart List editor.