Permissions Required: Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Desk, or Operations Manager Permissions assigned in order to manage Transactions.
Adjusting the visit balance allows you, in one action, to adjust all charges for a given visit to a set amount.
The following dialog is used to accomplish this:
For example, assume a patient has a hardship, and you wanted to adjust his total balance for the visit to $25.00, and set the adjustment reason to Patient Hardship, and the system would go through each line item and make the necessary adjustment so that the end balance was $25.00.