Introduction:
Denticon offers a Daily Journal report that gives a snapshot of the total charges, payments, adjustments
for a given date range in a specific office or office group. There are two versions of the report:
- A Daily Journal-Summary that gives a list of the transactions entered, their ledger description and the total amount of the charges, payments and adjustments.
- A Daily Journal-Detail that gives a list of the transactions entered, their ledger description, the patient name, provider name, user that entered the transaction, tooth/tooth surface details, and the total amount of the charges, payments and adjustments along with any applicable UCR fees for charges.
Issue description:
When running the report users may see an adjustment listed in the charges column of the report instead of the adjustments column. This is expected behavior if the adjustments applied are production adjustments.
There are two categories of adjustments in Denticon, production adjustments and collection adjustments. A production adjustment is one that affects the charges to an account, whereas a collection adjustment affects the payments made/collection on an account. Production adjustments directly affect charges to the patient by either raising or reducing them, the same way as adding or removing a charge/posted service would. For that reason, whenever an adjustment has the effect of reducing or increasing production, then it will appear in the 'Charges' column (as either a + or a -) on the Daily Journal report, even if it is technically an adjustment.
Signs:
Users may see an adjustment listed in the charges section of the report.
Basic troubleshooting steps:
Go to Setup>Payment/Adjustment Types and select the adjustment that is showing as a charge on the Daily Journal report. In the "Sub Type" field you should see "Production".
Contact support:
If the adjustment appearing on the report as a charge has a sub field set to "Collection", please submit a support ticket.