You can post a credit adjustment, which decreases an account balance, to a patient's ledger.
To post a credit adjustment
How to get there
If the correct patient is not already selected, use the Patient Search box to access the patient's record.
Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, click (or tap) Credit Adjustment.
The Enter Credit (-) Adjustment dialog box appears.
Enter the adjustment details, such as the type and amount.
Set up the following options:
Transaction Date - The date of the adjustment. Leave the current date entered, or click (or tap) in the box to select a different date. However, you cannot backdate a transaction to a date that would cause it to become locked based on your organization's transaction lock setting.
Type - The adjustment type, such as Credit Adjustment or Professional Courtesy.
Amount (Adjustment) - The amount of the adjustment.
Apply to charges for - The adjustment is to be applied toward charges on the current patient's account or the account of another member of his or her household. If you select [Guarantor], you can apply the adjustment to charges for any or all household members.
The adjustment amount is applied automatically to the procedure with the oldest date of service and then to subsequent procedures based on the date until the adjustment amount is used up. However, you can change the Applied amount for any procedure in the procedure list as needed.
On the Tags tab, add tags to the adjustment as needed.
On the Notes tab, enter any relevant notes regarding the adjustment.
Click (or tap) Save.