A new Payment type may be added:
- Access the “Setup / Payment-Adjustment Types” screen
- Click the Add New Type button
- Enter a unique code
- Enter the desired “Description”
- Type = Payment
- Select the appropriate “Sub Type”:
- None
- Cash
- Check
- Credit Card
- Care Credit
- Direct Deposit
- The “Sign” field will default to + (positive) but will be forced to be - (minus) when Payment is selected.
- Select the appropriate “Class”:
- None
- Insurance Payment
- Capitation Payment
- Insurance Prev. Bal
- Collection Agency Payment (Transworld)
- Click the Save button
A new Adjustment type may be added:
- Access the “Setup / Payment-Adjustment Types” screen
- Click the Add New Type button
- Enter a unique code
- Enter the desired “Description”
- Type = Adjustment
- Select the appropriate “Sub Type”:
- Collection
- Production
- Select the appropriate “Sign” to indicate the way the Ledger should move:
- To increase the Ledger, select the + (positive) sign
- To decrease the Ledger, select the - (negative) sign
- Select the appropriate “Class”:
- None
- Write-Off
- Finance Charge
- Contract Down Payment
- Balance Moved to Contract
- Periodic Contract billing
- Late Charge
- Capitation Adjustment
- Sales Tax
- Insurance Adjustment
- Move Patient (Debit)
- Move Patient (Credit)
- Previous Balance (Debit)
- Previous Balance (Credit)
- Credit Card Refund (TransFirst)
- Treatment plan discount
- Collection Agency Adjustment (Transworld)
- Click the Save button
Note: Alterations to existing entries are limited to changing only the description if the code has already been used in a patient record.
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