Adjustments

Closed order Adjustments

This tab allows you to apply an adjustment to an order that was already closed.  This page should be used according to your hospital's policies for applying these adjustments.

Search for the client account. Information about the client's balances will appear below.

Then select the episode to which the adjustment will be applied. 

When you have selected an order, the Order Details will appear below the top search section.  This allows you to verify that this is the episode to which the adjustment should be applied.

Select the Adjustment Amount and the Adjustment Type.  Adjustment types are determined by your hospital's policies.  Common types may be clinical trial discounts, or if an item was billed to the wrong account by mistake.

Revenue Unit and Revenue DVM are optional.

If your client will be owed a refund or will need to pay a final balance, you can click on Go To Cashier to process that transaction.

Adjustment Reversal

This tool is used if the Closed Order Adjustment will need to be reversed for any reason.

Using this tool ensures accuracy in accounting, and that all steps of the adjustment are reversed.  

Search for the Adjustment that needs to be reversed.  Use the date selectors to narrow it down, then find it by Client and Adjustment Type.

For example:  "Late Fee Client 132" was charged interest for two months of a bill being in arrears.  However, their payment by check was found underneath the keyboard, therefore their account should have been current.  Cancel the accrued interest by performing a Closed Order Adjustment reversal.  Then find the original order on the Cashier screen to apply the payment. 

Tax Exemption Adjustments

This tool should be used if a client or a product the client purchased should have been untaxed, such as a lab test ordered as part of a state program.  Or if the client or order should have been taxed, but the tax was not applied.

Search for the client account, the episode, and either make the adjustment manually, or click Apply All / Remove All to the appropriate tax.

Performing Tax Exemption Adjustments in this way ensures that the revenue is properly documented in the transaction tables as a tax, allowing you to remit the money to your state or province authority in an accurate amount.