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Sample: Applying Adjustment to Pt Account

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Introduction

Adjusting a patient's account is a necessary billing function. OpenEMR does have a number of workarounds which suffice but here's the most direct method. (Tip of the hat to fsgl's forum post, http://sourceforge.net/p/openemr/discussion/202505/thread/ce2617d4/?limit=25#09b4)


Overview:

  1. OpenEOB module
  2. Search on and select pt's invoice to be adjusted
  3. Apply adjustment and record reason
  4. Save.

Procedure

1. Left Nav menu: Fees-> Billing

2. Click blue [EOB] link at right (blue oval)


Adj1.png


3. Enter Patient name (left blue oval below) or other search criteria in purple shaded area

4. Click 'Search' (right green oval)

Adj2.png


A list of encounters appears beneath


5. Click on desired encounter


Adj3.png


6. Select posting for: primary, secondary, tertiary insurance or patient payment (green oval)

7. Enter 0 (zero) or the desired amount as pmt amount (blue arrow)

Adjustment amount appears (yellow oval) </center>


8. Click 'W' (blue circle)

This makes adjustment reasons appear in dropdown to right


9. Select adjustment reason (green oval)


10. Click 'Save' button at top center (red circle)


Adj4.png