Add Adjustments

You can add adjustments from the Transactions module > Adjustment tab.

To add an adjustment:

  1. Select a patient and open the Transactions module.
  2. Click the Adjustment tab > Adjustment sub-tab.

  3. Click New.
  4. Complete the Adjustment fields as necessary and click Add.

    5. Note: Up to two custom fields may also be configured for use by your institution. If configured, they display below the ID # field.

    Field Description
    Practice

    This defaults to the workstation's default practice.

    If necessary, select another practice from the drop-down.

    Date

    This defaults to the current date.

    If necessary, select another date from the calendar drop-down.
    Code Enter the adjustment code or click the ellipsis to select from the Adjustment Codes window.
    Description

    This field displays the description of the selected code.
    Type

    This read-only field displays whether the adjustment is a debit or credit to the patient’s account.

    axiUm automatically enters this value based on the selected code.
    Affect Bank Deposit

    Select the checkbox to indicate that this adjustment affects the bank deposit and will display on the next bank deposit report opposite the record(s) being adjusted.

    Note: If selected, the Bank field is enabled.

    Bank

    Enter the bank code for the cash drawer where the payment was made or click the ellipsis to select from the Bank Codes window.

    Note: This field is only enabled if the Affect Bank Deposit checkbox is selected.
    Apply to Payment Plan

    Select the checkbox to apply this adjustment to the patient's current payment plan.
    ID #

    This read-only field displays an axiUm-generated adjustment number that is assigned when you click the Add button.

    Amount

    Enter the dollar amount of the adjustment.

    Remaining

    This read-only field automatically displays the unapplied amount for this adjustment when you click the Add button.

    Note: If the adjustment has been fully applied to a payment, the value is $0.00. If the adjustment has not been fully applied, axiUm displays the remaining balance.

    The record displays in the list view in green text to indicate it is not allocated.

    Important: At this point the adjustment has been entered but is not allocated anywhere.