Allocate Adjustments

Once an adjustment has been added, it can be allocated to specific treatments, payments, and/or office charges.

Note: Unapplied adjustments display in green text.

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

To allocate an adjustment:

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



3. Select a listed entry and click Apply… to display the Applying Adjustment window.

All payments and charges on the selected patient’s account that are not fully allocated and can be adjusted display.

Note: If the adjustment is for a payment, any payments that have not been fully allocated display. If the adjustment is for a charge, any charges that have not been fully allocated display.



4. Complete any of the following:
• To apply the adjustment to the oldest outstanding record first, click Auto Apply.
• To apply the adjustment to a specific record:
1. Select a listed entry.
2. (Optional) If you want to allocate only a portion of the adjustment, modify the amount in the Apply field.
3. Click Apply.

The adjustment amount displays in the Applied column next to the outstanding record(s) and the remaining balance displays in the Amount column.

5. If necessary, repeat Step 4 until the entire adjustment is allocated or no charges remain.

Tip: If you need to correct any allocations, click Clear All and repeat Steps 4-5.

6. Click OK.

Adjustments that are fully allocated display in black text while those that are partially allocated display in green text.

Note: If viewing a payment record that has been adjusted from the Payment tab, the record displays in red text.

Tip: We recommend you enter a patient note with the reason for the adjustment and the Trx #.