Description A Fee Write Off is for general use to decrease balances when you know the patient/insurance company will not be paying. This adjustment WILL affect your accounts receivable and...
Continue Reading
Description A Payment Credit Memo (PCM) is used in conjunction with a Payment Debit Memo (PDM) to adjust payments. They are offsetting adjustments, always used together for the same amount...
Continue Reading
Description A Payment Re-Entry is done when a payment that has been received and deposited was not posted into the ledger. It needs to be recorded but not affect your...
Continue Reading
Description A Refund Payment is used when a patient or insurance company has made an over-payment on his/her account and it has been applied to a treatment or claim. You...
Continue Reading
Description A Payment Debit Memo (PDM) is used in conjunction with a Payment Credit Memo (PCM) to adjust payments. They are offsetting adjustments, always used together for the same amount...
Continue Reading
Description A Credit Write Off is used when there is a credit balance (that is not held) on an account, usually for a small amount, and you need to clear...
Continue Reading
Description The Bulk Insurance Debit adjustment is only used when you get a negative amount on a bulk insurance cheque. (ie. the insurance company is taking money back). This adjustment WILL...
Continue Reading
Description This article will guide you through transferring a balance owing from the patient to the insurance. Step-by-Step Navigate to the Transaction module section. Select the Adjustments tab. Select the...
Continue Reading
