How to Adjust or Remove Write-Offs on the Patient Ledger

You can correct the details of an existing 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 or remove the entry. 

• You can correct a write-off entry to adjust the amount, location, write-off type, or transaction comments.
• The lock icon next to a transaction indicates it has already been processed, but you can still adjust or remove it.

For more information, see How to Adjust or Remove Charges on the Patient Ledger.

Note: Removed entries are still retained with the record, and can be viewed by selecting the Show Audit View filter. 

Adjusting a Write-Off

To correct a write-off entry:

1. From the Patient tab, select Financials > Ledger.
2. Select the write-off entry and click Adjust this Write-Off. The Adjust this Write-Off window is displayed.
3. Click Correct Information. The window is expanded.
4. Use these fields to adjust the amount, location, or write-off type, or transaction comments.
5. Enter a comment to explain this action.
6. Click Adjust Write-Off. 
   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 Write-Off

To remove a write-off from the Ledger:

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

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: ADJUSTED, CORRECTED, or REMOVED.