There may be times when you will need to post an adjustment to a patient's account manually. Here is how you can easily accomplish the task:
- Log in to the DrChrono web version.
- Navigate to Billing > Live Claims Feed.
- If you are beginning from the calendar, select the patient's appointment where the adjustment needs to be posted. Select the Billing Tab and select Billing Details. Once on the Billing Details page, follow the instructions below beginning with #4.
- Search for and select the patient's appointment where the adjustment needs to be posted.
- Scroll down to where the CPT/charges are listed.
- Press the blue plus on the CPT/HCPCS line, on the right side of the screen. Pressing this plus symbol opens a new line where you can post the adjustment.
- Press on the drop-down next to the Adjustment Reason column.
- From the drop-down, select the appropriate option.
- For a CO45 contractual obligation, you would scroll down and select "45".
- For a provider adjustment, you would select "provider adjustment".
- For a patient bad debt adjustment, you would select "patient bad debt write-off". This would clear the balance from the patient's account and your overall AR; however, you could still send the amount to a third-party collection agency if you choose to do so.
- To create and use a custom adjustment reason, refer to this article.
- After selecting the reason code, enter the amount to be adjusted in the next box to the right, under the yellow "Adjmt" column. You do not need to enter a negative number or ( - ) sign. The system will know to subtract that amount from the amount due to the reason you selected.
- After entering the reason code and amount, press Verify and Save. The system will make the appropriate adjustments. You can view the results of your entry by looking at the green status bar.
- In this example, a provider discount of $150.00 was posted. You can see the $150 under the adjustment column, and a $0.00 balance under both "ins bal" and "pt bal".
