View source for Sample: Applying Adjustment to Pt Account

= 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: =
# OpenEOB module
# Search on and select pt's invoice to be adjusted
# Apply adjustment and record reason
# Save.

= Procedure =

1. '''Left Nav menu: Fees-> Billing''' 

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


[[Image:Adj1.png|center]]



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

4. '''Click 'Search' '''(right green oval) 

[[Image:Adj2.png|center]]


<center>''A list of encounters appears beneath''</center>


5. '''Click on desired encounter''' 



[[Image:Adj3.png|center]]


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) 

<center></center>''Adjustment amount appears (yellow oval) ''</center>


8. '''Click 'W'''' (blue circle) 

<center>''This makes adjustment reasons appear in dropdown to right ''</center>


9. '''Select adjustment reason '''(green oval)


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


[[Image:Adj4.png|center]]