Billing Adjustments

Adjustments allow users to change the balance due from a patient. The primary use is to discount the amount a patient owes, by percentage or dollar amount.  

Creating Adjustment Reasons

With Avea, you can create custom Adjustment Reasons and related Short Codes for your patient billables. Let's review the process together. 

• 1. Navigate to the Organization Admin > Configuration > Adjustment Reasons.
  2. Select Create New Adjustment Reason.
  3. Input the Description and Short Code- e.g. Scholarship, SCH.
     
  4. Finally, select Submit.
      

Recording Adjustments

A user can make adjustments to patient billables within the patient's profile using two methods. Let's examine each option to determine which workflow suits you best.

• 1. Navigate to Patient > Patient Billing > Collect Payment.
     
     
  2. Select Record Adjustment.
     
  3. Under Patient Billable, select the billable you wish to adjust.
     
  4. Next, select the Reason for the adjustment.
      
  5. Under Adjustment Amount Type, select either Dollar Amount or Percentage.
     
  6. Input the Amount of the adjustment.
      
  7. Add any pertinent Notes.
     
  8. Select Submit to complete the process.
      
• 1. Navigate to Patient > Patient Billing > Patient Billables.
     
     
  2. Locate the billable and select Adjust.
     
  3. Under Patient Billable, select the billable you wish to adjust.
     
  4. Next, select the Reason for the adjustment.
      
  5. Under Adjustment Amount Type, select either Dollar Amount or Percentage.
     
  6. Input the Amount of the adjustment.
      
  7. Add any pertinent Notes.
     
  8. Select Submit to complete the process.
      

Voiding Adjustments

Patient Billables that have their entire balance adjusted will close automatically. If an error is made and the billable needs to re-open, an adjustment can be voided by navigating to Patient > Patient Billing > Payments. In this section, a user can select Void:

Then select Submit reverse the adjustment made and re-open the patient billable.

The voided adjustment will then display a negative Amount and voided Action to indicate the process was complete.