HOWTO: Apply Billing Adjustments to a Patient Account

Introduction

The interface upgrades from the older OpenEMR to v7 (some appeared as recently as v6) make this re-write worthwhile. This document showing OpenEMR v7.x is intended to replace the original: Sample:_Applying_Adjustment_to_Pt_Account

Procedure

NOTE:Posting charges or adjustments to patient accounts can be done without opening a pt record.

1. On the Main Menu a user with the appropriate access settings can select: Fees/ Posting Payments

2.Enter the search term(s) to locate the desired invoice(s)

3. Select the desired single invoice or see the buttons along the bottom to select multiple invoices

4. Edits may be made in the appropriate text areas; for Adjustments the reasons may be selected from that dropdown list next to the adjustment amount.

Conclusion

NOTE: Adjustment reasons may be added/ edited by going to the lists from the main menu: Administration/ Forms/ Lists/

Locate the list: 'Adjustment Reasons'...
and do this: HOWTO:_Edit_a_List_in_OpenEMR

Also this post to the OpenEMR forum includes a different way to access patient invoices.
https://community.open-emr.org/t/edit-payment-for-admin-not-found/25403/5