Adjustment Transactions Setup

What is an adjustment transaction?

An adjustment transaction allows for a specific transaction to be amended. The claim will also need to be adjusted accordingly. Adjustment transactions are changes that may alter the amount to be charged or paid.

Get started

From Billing, select Utilities on the top left side of the application dashboard screen.

Select Practice Setup and click Adjustment Transactions.

Select New Adjustment Transaction in the top right of the screen. 

Select one of the following Master Transaction types:

    • Insurance Adjustment: adjustment made to the insurance claim.
    • Patient Adjustment: adjustment made to the patient’s account.

Select a specific Claim Adjustment Reason source from the dropdown. 

If you're creating adjustment transactions for patient adjustments, you can create a new Adjustment Transaction by assigning a name to it in the Code field. Click Save


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