Adjust - Item or Amount

Adjust an item code or invoice amount in the patient's invoice.

Before you begin

Warning:
If a patient claim has been submitted, you must complete a same-day delete before you adjust the item or amount.

About this task

Adjust an item code or amount in the Transaction History panel for the patient invoice.

Procedure

To adjust an item or amount:
  1. From the PatientPatient Search or Patient Queue iconPatient Queue, select a patient.
  2. To view a patient's transaction history, click Transaction history - iconTransaction History in the floating navigation bar. You are redirected to the Transaction History panel.
    Transaction History
    Tip:
    To minimise the number of transactions on the screen, apply filters such as a date range, visit type, reference number, paid or unpaid.
  3. Hover your mouse over the invoice item and click Menu.
  4. From the list, select Adjust.
    Invoice - Adjust
    Tip:
    You cannot adjust an HCP's details in the Adjust section. For more information about adjusting an HCP's details, see Adjust Visit.
  5. In the Item field, adjust an Item code for the invoice.
  6. In the Amount field, update the required amount.
    Note:
    If an invoice amount is assigned to $0, the visit can be cancelled after you have completed a Did Not Wait for the invoice. For more information, see Reverse Invoice.
  7. If required, to change an invoice allocation for the patient, from the Allocation list, change the required allocation.
  8. From the Category list, select an appropriate category for an adjustment.
  9. In the Reason field, enter a reason for the invoice adjustment.
  10. Click Save.

Results

A confirmation message is displayed at the top.

What to do next

To view the details of the adjustment, in the Transaction History, set Show adjustments to display user details, date, time, reason and comments.
Set- Show adjustment checkbox

The amount due for an invoice is displayed in the Due column. Total and unallocated amounts are displayed at the top of the ledger in the Total Due and Unallocated fields.

To delete a draft invoice item for Medicare and DVA visits:
  • If the draft invoice is unbatched, select Batch > Transaction History > Menu > Delete Draft Invoice. For more information, see Delete an Unbatched Draft Invoice.
  • If the draft invoices are batched, select Batch > Transaction History > Menu listMenu > Unbatch and Delete. For more information, see Delete a Batched Draft Invoice.

To print the required invoices or adjustment details, from the Print list, select either Print or Print with adjustment. For more information, see Print Invoices.