Post Charge Adjustments

Use the Enter Adjustments feature to apply non-production discounts or elevated rates to individual accounts.

1. Open the Post Transaction Window You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient folder is not already open, you will use Fast Find to choose the patient to work with. Otherwise, ViewPoint will default to working with the currently selected patient.

   ViewPoint main menu Daily Activities > Post Transaction.

   

   ViewPoint Toolbar  Post Transactions.

   

   ViewPoint Shortcut Menu Actions > Post Transaction. (Or, press Alt+A on your keyboard to open the Actions menu options.)

   

   Grid Scheduler Right-click appointment > Post Transactions.

   

   Patient Fingerprint - You can enable patients to open the post transactions window when they touch the fingerprint sensor installed at your workstation. See "Set Up ViewPoint Properties" for details.

2. Select Patient and Billing Party Choose the account to work with. If needed, you can launch Fast Find and choose a different patient. If the patient has multiple responsible parties and/or contracts, select the account holder and contract as well.

   If the contract you want does not appear,enable the All Phases option to be sure you are viewing all accounts associated with this patient. In addition, the AR column at the far right of the post transactions window indicates whether the contract is set up with an Auto Receipts agreement, and the doctor and office assigned to the patient folder are displayed at the bottom of the list.

   

1. Enable Adjustment Mode Click Enter Adj. to begin a miscellaneous charge adjustment.

   

2. Enter Details Enter the amount and description for this non-treatment fee adjustment.

   

   Amount - To increase the patient’s financial obligation, enter the adjustment amount as a positive number (i.e. Enter a returned check charge as a positive amount.) To decrease the patient’s financial obligation, enter the adjustment amount as a negative number (i.e. Enter a discount as a negative amount.) 

   Description - Select from your list, or type a description.  See "Set Up Transaction Types" for details.

3. Post the Transaction - Click Post. ViewPoint calculates the new account balance and amount due, and asks you to confirm the transaction. Click Yes to complete the process, or click No to exit without posting the transaction.

More Information

Reverse Errors Correctly - If you post an adjustment in error, you must reverse it properly to preserve the integrity of your accounting audit system.

Apply Treatment Fee Adjustments - Use the Fees tab of the Contract Structure editor to work with the initial fees, periodic fees, and retention fees for each responsible party, and to apply treatment fee adjustments such as family discounts. See "Adjust Contract Fees & Schedules" for details.

• Transactions
  • Adjust Charges
  • Auto Receipt Set Up
  • Auto Receipt Payments
  • Bulk Payments
  • Patient Ledger
  • Payments - Cash
  • Payments - Credit Card
  • Payments - Debit Card
  • Payments - OrthoBanc
  • Post Charges
  • Post Charge Subgroup
  • Post Late Fees
  • Post Refunds
  • Reverse Transactions
  • Transfer Payments Between Accounts
  • View Auto Receipt Log

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