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:

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)

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

4. Click 'Search' (right green oval)

A list of encounters appears beneath

5. Click on desired encounter

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)

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)