General Adjustments

**At times, changes or adjustments will need to be made to a client’s balance or payment history.

• In the client’s file, click on the Payment tab.
• Click on the Adjustment button at the bottom of the page and the Add Billing Adjustment screen will display.
  
  

• Enter the dollar amount to be adjusted in numerals only in the Amount box.
• Check Credit if the amount of the client’s balance is to be decreased.
• Check Debit if the amount the client owes is to be increased.
• Choose a Reason from the drop down menu.

*Reasons include the following options: C = Change in Benefits/Coverage D = Discount E = Error I = Change in Insurance Eligibility or Plan M = Marketing Promotion P = Proration G = Guest Medicating at clinic with documentation

• If needed, add a note in the Remarks box to give further information about the change.