You can edit a credit adjustment that is associated with an insurance payment that was posted to a patient's ledger.
To edit a credit 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 credit adjustment that is associated with an insurance payment for a claim.
The Edit Credit (-) 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.
Adjustment Type - The adjustment type, such as Insurance Adjustment.
Adjustment - For each procedure on the claim, the amount of the adjustment to apply to that procedure.
If you have changed the Date, Adjustment Tpe, or Adjustment 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.