View Adjustment Entry screen. View Video, 2 min. 29 sec.

An Adjustment is a method to change an account balance in a way that is verifiable by both the patient and the dental office.  Adjustments are not usually employed to correct posting mistakes. In the case of a mistake the incorrect item can be changed through editing after it is detected.  Adjustments are used when you want the patient to see the balance correction.  For example, you might have an adjustment entitled "Senior Citizen Discount."  For this balance reduction you would want the patient to see the discount on his or her statement since it is to the credit of your office that you have such a policy.

Adjustments to accounts may increase the balance or decrease the balance.  Adjustment amounts are added to the Balance. Therefore, positive adjustments increase the Balance.  Negative adjustments decrease the Balance.  For example, if the present Balance is $300, and you want to discount it to $250, use a minus -50 dollar adjustment (negative $50) such as 300 + (-50) = 250. If the present Balance is $300 but you want it to go to $350, use a $50 adjustment (positive $50) to increase the Balance such as 300 + 50 = 350.

To enter an Adjustment click on the Adjustment button at the top of the Posting screen. The Adjustment Entry screen will open on top of the Posting screen.

Apply To
The Apply To option box will apply the adjustment to a Selected Patient or the Account in general.  The selected patient will be the currently selected patient on the Posting screen.  If the Selected Patient option is used, the patient's first name will be displayed along with the adjustment in the account ledger.  If Account is selected then the word "Account" will be used in the name column of the account ledger for this item.

Doctor
If the adjustment should be credited to a particular doctor you may select that doctor from the Doctor combo box.  If you do not want any particular doctor to receive credit select the "..Not Assigned" choice from the Doctor combo box.