DEBITS | CREDITS | INCIDENTALS |
Charges (Procedures)
Shows in Production reports Prints on claims | Applied Patient Payments Shows in Receipts reports and the Deposit slip | Claims
Required to post insurance paymentsStatus; may affect Patient/Insurance Portion
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Positive Adjustments
Must be tied to a charge Does not count toward Production | Applied Insurance Payments Shows in Receipts reports and the Deposit slip; can be posted in bulk May accompany write-offs, but must be tied to a claim
| Comments
May appear on statements; can be tied to transactions |
Refunds
Must be done from an existing payment | Unapplied Payments Shows in Gross receipts, but not Earned receipts; counts toward Gross A/R but not Net A/R
| Statements
Can be created from the ledger or Statements Manager. |
Reversals
Used to reverse a NSF payment; must be done from an existing payment. | Negative Adjustments
Does not count toward Receipts and does not show on the Deposit slip
| Print Insurance Tracer
Must be tied to an insurance claim |
Finance Charges
Must be created by printing a statement through Statement Manager; will only show on the Account Ledger | Insurance Write-Offs
Must be posted as part of an Insurance payment; does not count toward Receipts and does not show on the Deposit slip | |