Billing Ledger - Patient Account Adjustments

Note: Patient Account Adjustments that are not tied to any invoice will appear as their own entry. These adjustments can be included in invoices, just like in the previous version.

In the patient billing, you will see Adjustment. These are Patient Account Adjustments that are not connected to an invoice. There are 2 types of adjustments.

• Positive Adjustments: These add a charge to the patient's account.
  • These can be invoiced individually or combined with other appointments in an invoice. The red pill means the patient still owes money to pay off this adjustment.
• Negative Adjustments: These add a discount to the patient's account.
  • If invoiced alone or with other appointments that still have a total balance that is negative, this will create a refund.
  • If invoiced with other appointments with a total balance that is positive, the patient account adjustment will display as a credit applied. 

The Adjustment Entry will have 1 pill and will show you the following:

• Status of the adjustment:

  • Red Pill: Adjustment not invoiced.

  • Green Pill: Credit Applied. The adjustment was applied to an invoice.

• Amount Column: Total amount of the Adjustment

• Outstanding Column: Total amount outstanding from the Adjustment.

Click the drop-down to open the Adjustment.

If the adjustment has not been applied to an invoice, you will see any notes attached to the adjustment.