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.
Click (or tap) Save.