You can post a charge adjustment, which increases an account balance, to a patient's ledger.
To post a charge 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) Charge Adjustment.
The Enter Charge (+) Adjustment dialog box appears.
Enter the adjustment details, such as the type, provider, 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 Charge Adjustment or Patient Refund.
Amount (Adjustment) - The amount of the adjustment.
Provider - The provider to associate with this adjustment. Only providers who have access to the current location are available.
Select Visit for - The adjustment is to be associated with a visit from the current patient or another member of his or her household. If you select [Guarantor], you can apply the adjustment to a visit from any member of the household. The selection cannot be changed after you save the adjustment.
Visit date - The date of service (for the patient or guarantor selected from the Select Visit for list) to associate the adjustment with. Select [None] if the adjustment is not to be associated with a visit date. This option is available only if the current patient's name or [Guarantor] is selected from the Select Visit for list. The selection cannot be changed after you save the adjustment.
On the Tags tab, add tags to the adjustment as needed.
On the Notes tab, enter any notes regarding the adjustment.
Click (or tap) Save.