You can edit or delete a credit adjustment that has been posted to a patient's ledger.
To edit or delete a credit adjustment
How to get there
Use the Patient Search box to access a patient's record.
If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.
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 Edit Credit (-) Adjustment dialog box appears.
Do any of the following:
Change the adjustment details, such as the type, amount, and applied amounts, as needed.
Set up the following options:
Date - The date of service. Leave the current date entered, or click (or tap) in the field 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 (including the guarantor). If you select [Guarantor], you can apply the adjustment to charges for any or all household members.
Applied - For each procedure listed, the amount of the adjustment being applied toward that procedure.
Tags - Add tags to the adjustment as needed.
Notes - Any relevant notes regarding the adjustment.
To delete the adjustment, click (or tap) Delete and then OK on the confirmation message that appears. Ignore step 3.
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.
If you have made any changes, click (or tap) Save.