Transaction Adjustments List

Run the Transaction Adjustments List to obtain a list of the descriptions and default amounts you have created for your transaction adjustment reasons. The report also includes the classification assigned to each description.

Get Started

Create Transaction Adjustment Descriptions - Use the Transaction Adjustments editor to categorize miscellaneous charge and contract (treatment fee) adjustments you apply to your patient financial accounts. See "Set Up Transaction Adjustment Types" for details.

Run This Report

  1. Click to OpenOpen the Report - Home ribbon bar > Reporting section > Reporting > Table > Transaction Adjustments List > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

  2. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

  3. Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Use Report Results" for details.

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