How to Adjust or Remove Refunds on the Patient Ledger

You can correct the details of an existing Refund Ledger entry, or you can remove an entry that was posted in error. When you choose to adjust an entry, you are prompted to either correct, remove or update the entry. 

• You can correct a Refund entry to adjust the amount, location, or transaction comments.
• You can update a Refund entry to adjust the reference information or transaction comments.
  Note: Updating an entry does not create a new adjustment line item in the ledger; instead the original transaction line is updated.
• Removed Refund entries are still retained with the record. See Displaying Adjusted/Removed Entries for more information.

Correcting a Refund

To correct a refund entry:

1. From the Patient tab, select Financials > Ledger.
2. Select the refund entry and click Adjust this Refund. The Adjust this Refund window is displayed.
3. Click Correct Information. The window is expanded.
4. Use these fields to adjust the amount, location, or transaction comments.
5. Enter a comment to explain this action.
6. Click Adjust Refund. 
   Note: Depending on the adjustment, you are prompted to confirm the action with a message that explains what will happen (or what is necessary) if you continue.

Removing a Refund

To remove a refund from the Ledger:

1. From the Patient tab, select Financials > Ledger.
2. Select the entry you want to remove and click Adjust this Refund. The Adjust this Refund window is displayed.
3. Select Remove Entry, and enter a reason in the Adjustment Comments field.
4. Click Adjust Refund.

Updating a Refund

This option allows you to change descriptive information for the transaction without triggering an actual adjustment to the transaction.

To update a refund entry:

1. From the Patient tab, select Financials > Ledger.
2. Select the refund entry and click Adjust this Refund. The Adjust this Refund window is displayed.
3. Click Update Entry. The window is expanded.
4. Use these fields to adjust the Reference information or transaction comments.
5. Click Adjust Refund. 

Displaying Adjusted/Removed Entries

All adjusted, corrected, and removed entries are retained with their original details, as well as details of the changes. To display these entries on Patient Ledger, select Show Audit View. Line items are displayed with the descriptor: ADJUSTMENT, CORRECTED, or REMOVED.