Adjustments, Tx Fees & Changes

Run the Adjustments, Treatment Fees and Changes report to obtain a summary of new treatment fees, as well as adjustments and changes (included deleted adjustments and charges) made to existing contracts. In addition, insurance contracts are indicated with the letters "INS:" before the responsible party name, and the report includes the initials of the operator that last changed the contract. When a Transaction report number is red, the Transaction report that the item was deleted on is NOT the same as the Transaction report the item first appeared on. The report can be generated by office and / or doctor.

Run This Report

1. Open the Report - ViewPoint main menu > Practice Reports > Financial > Adjustments, Tx Fees and Changes.

   

2. Report Settings - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report.

   First / Last Report Dates or Numbers - Enter the first and last transaction dates to include, or specify a range of Transaction report numbers to include. You can type a date in the field, click the up / down buttons to advance the current field, or use the drop down button to select a date from a calendar. In addition, you can click the [ T ] button to select today, the [+W] button to advance the date by one week, or the [+M] button to advance one month. Also, pressing Shift or Control while you click one of the date buttons takes you backwards one week or one month instead.The date appears just under the report title; if you select a date that is not today, this date will be different from the run date that appears in the report header.

   Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

   Doctor - Choose to include only the records for a specific doctor, or include the records for all doctors in your practice.

3. Output Options - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.