You can edit a credit adjustment that has been posted to a patient's ledger.
To edit 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) a credit adjustment.
The Edit Credit (-) 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 the following steps.
Change the adjustment details, such as the type, amount, and applied amounts, as needed.
Set up the following options:
Transaction date - The date of the adjustment. To change the date, click (or tap) in the box, and then select the correct date.
If the adjustment is not already in a locked time period (based on your organization's transaction lock setting), and you attempt to backdate the adjustment to a date that would cause it to become locked, the Locked Time Period pop-up box appears. In the Authorized user and Password boxes, enter your credentials if you have permission to backdate transactions into locked time periods, or have someone with permission enter his or her credentials. Then, click Unlock.
Note: Backdating transactions into locked time periods requires the "Override Locked Transaction" security right.
Type - The adjustment type, such as Credit Adjustment or Professional Courtesy.
Amount - 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.
If you have made changes, the Reason for Revision tab is available. 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.
If you have changed the Amount of the adjustment or any of the Applied amounts, on the Xfer Reason(s) tab, select or create reasons for the transfer of responsibility as needed.
To select or create a reason, do the following:
In the Add a tag search box, begin typing the name of a reason. Once you have entered at least two characters, the results list appears with any matches (not case-sensitive). Continue typing as needed to narrow the results list.
Do one of the following:
If the correct reason is listed, select that reason to attach it.
If the correct reason does not exist, finish typing the name of the reason (spaces are allowed). Make sure that the name is capitalized as desired. Then, select + Create [reason name] to create the reason and attach it.
Note: The reason that you have created is now available to all Dentrix Ascend users in your organization.
Note: To save the adjustment after you add reasons for a transfer of responsibility, your user account must have the security right "Edit responsibility transfer reason" enabled.
Click (or tap) Save.
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