Post Non-Production Charge Adjustments

Use the Enter Adjustments feature to apply non-production discounts or fees, such as collection fees or group discount rates, to patient accounts.

Do Not Adjust a Posted Miscellaneous Charge Here - If you accidentally post a charge to the wrong account, or for the wrong amount, do not use the Adjustments tool to try to correct the error: Instead, use the Reversal tool to completely remove it, then post the correct charge. See "Reverse a Miscellaneous Charge or Payment" for details.

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 record is already active, that patient's information will be loaded automatically. Otherwise, you use Fast Find (either typing information or swiping a registered reward card) to search for the patient to work with.

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 "ViewPointProperties" for details.
Select Patient and Billing Party - Choose the account to work with. If needed, you can to launch Fast Find and choose a different patient. If the patient has multiple responsible parties and / or contracts, select the account holder and contract to use. Insurance contracts are listed directly below the associated subscriber, and include responsible party's name in the Subscriber column.

List Current Phase / List All - By default, only contracts that match the phase on the Patient tab of the patient folder are listed. If the contract you want does not appear, enable the All Phases option to include all contracts for all phases in the list.

Auto Receipt Contract - The AR column at the right of the post transactions window indicates whether the contract is set up with an Auto Receipts agreement.

Next Charge - The far right edge of the contract list at the top of the post transaction screen includes the next scheduled payment date and amount. You might use this information to ask the responsible party for their next payment amount in addition to any miscellaneous charges incurred during the day's visit.

Doctor / Office - The doctor and office that will be credited with this payment appear at the left of the transaction details. Confirm that these are correct before continuing.

Enable Adjustment Mode - Click Enter Adj. to begin a charge adjustment.
Enter Details - Enter the amount and description for this adjustment.

Amount - To increase the patient’s financial obligation, for example, to apply a returned check fee, enter the adjustment amount as a positive number. To decrease the patient’s financial obligation, for example, to apply a family discount, enter the adjustment amount as a negative number.

Description - Select a description from your list. See "Transaction Types Table" for details about adding and editing adjustment descriptions.
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.

Reverse Adjustment Errors Correctly - If you find that you posted an adjustment in error, you must reverse it properly to preserve the integrity of your accounting audit system. See "Reverse a Miscellaneous Charge or Payment" for details.