Editing credit adjustments for insurance payments

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

Use the Patient Search box to access a patient's record.
Notes:
- 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 General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.
- 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.