Making an Adjustment to the monetary value of a transaction

To make an Adjustment to the monetary value of a transaction

1. Select the relevant patient in the Patients desktop.
2. Click the transactions button [ $ ]:

   

   This displays the list of transactions for that patient.

3. From the transactions list, select or highlight the invoice you would like to adjust (see image below).

   In this case, Mr Trevor Bade paid $200 instead of paying the required $300 for the Invoice 1257, so his account shows an open amount of $100. We need to adjust it with a discounted amount of $100:

   

4. Press the Adjust button to display the Create Adjustment screen:

   

   Within this screen, do the following:

5. Select the Adjustment Type (this will usually be the Invoice Correction Type)

   

6. Type a Comment / reason for the adjustment:

   

7. Enter the amount to adjust.

   IMPORTANT: EXACT displays a statement below the Amount field. Always read this to confirm whether it is an amount to be decreased or increased. The example below shows an Invoice Discount, where EXACT assumes that the stated amount is to be discounted.

   

8. Click the OK button.

   The result of the Adjustment is a new line in the patient's transactions screen, showing the amount and the reason.
   The patient balance also displays in this screen. For example: