You can edit a charge adjustment that has been posted to a patient's ledger.
To edit 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) a charge adjustment.
The Edit Charge (+) Adjustment dialog box appears.
Note: If the adjustment is associated with an insurance payment, to edit the adjustment, click (or tap) the Insurance Payment link that appears in the upper-left corner of the dialog box. Ignore step 3.
Change the adjustment details, such as the type, provider, and amount, as needed.
Set up the following options:
Date - The date of service. 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.
Tags - Add tags to the adjustment as needed.
Notes - Any relevant notes regarding the adjustment.
If you have made changes, the Reason for Correction tab appears. Select the tab. In the box provided, enter the reason for the changes.
Note: A reason is required only if a certain ledger option is enabled.
Click (or tap) Save.