You can edit a charge adjustment that is associated with an insurance payment that was posted to a patient's ledger.
To edit a charge adjustment for an insurance payment
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 that is associated with an insurance payment for a claim.
The Edit Charge (+) Adjustment dialog box appears.
Click (or tap) the Insurance payment link.
The Edit Payment (-) dialog box appears.
Change the details of the adjustment for the associated insurance payment as needed.
Change any of the following options:
Date - The date of the payment and the adjustment. To change the date, click (or tap) in the box, and select the correct date.
Amount (Adjustment) - The amount of the adjustment.
If you have changed the Date or adjustment Amount (by changing Applied amounts), 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.