Hospital Adjustments

Adjustments via the Adjustments Screen

If an adjustment is required for refund, write off, incorrect billing purposes etc it can be done using the Adjustments Screen or from the patient History / Episode screen. Both options are explained below.

Making the entry from the Adjustments Screen
  1. Go to Accounts in the main menu & select Adjustments
  2. For multi-location systems, use the drop down to select the relevant Location
  3. Enter the required Transaction Date if it differs from the current date
  4. Use the Type dropdown to select the required transaction type e.g., write off, incorrect billing, discount, refund etc.
  5. If Refund is selected as the Type, the Payment Type field will be displayed so the method of the transaction can be documented. For all other journal / adjustment Types this field will not be necessary & won’t be displayed
  6. Type the required information in the Drawer field
  7. Use the Reference No., Bank & Branch fields, if the facility work instructions require, to document additional information regarding a bank cheque for refunds etc
  8. Click “Click to Search for an individual Account” and the search box will be displayed to find the required patient
  9. Once a patient is selected, the invoices with an outstanding amount will be displayed
  10. Use the Show All Invoices option to display invoices that don’t currently have an outstanding balance
  11. Type the amount to be refunded in the Allocated column
  12. Once you have moved from the Allocated field the system will show you the Possible Balance of the invoice, following the adjustment
  13. Once all details have been confirmed & are correct click Save

Making the entry from the Patient History / Episode Screen
  1. Search for the patient using the Search field or by selecting the required admission date & theatre
  2. Right-click on the appointment & select History
  3. Once in the Episodes screen ensure that the correct episode is selected
  4. Then use the Invoice Options drop down on the right of the screen to select Adjust Invoice
  5. You will be redirected to the Adjustments screen where you can follow the instructions above from step 2.