Difference between revisions of "Sample: Applying Adjustment to Pt Account"

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(Created page with "<center>'''Sample: Apply Adjustment to Patient's Account'''</center> = Introduction = Adjusting a patient's account is a necessary billing function. OpenEMR does have a number ...")
 
(added pics and a little txt)
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= Introduction =
= Introduction =
Adjusting a patient's account is a necessary billing function.  OpenEMR does have a number of workarounds which suffice but here's the most direct method. (Tip of the hat to fsgl's forum post, http://sourceforge.net/p/openemr/discussion/202505/thread/ce2617d4/?limit=25#09b4)
Adjusting a patient's account is a necessary billing function.  OpenEMR does have a number of workarounds which suffice but here's the most direct method. (Tip of the hat to fsgl's forum post, http://sourceforge.net/p/openemr/discussion/202505/thread/ce2617d4/?limit=25#09b4)
-HTuck/ MI-Squared.
 


= Overview: =
= Overview: =
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[[Image:Adj1.png|center]]
[[Image:Adj1.png|center]]


3. '''Enter Patient name '''(left blue oval) or other search criteria in purple shaded area  
 
 
3. '''Enter Patient name '''(left blue oval below) or other search criteria in purple shaded area  


4. '''Click 'Search' '''(right green oval)  
4. '''Click 'Search' '''(right green oval)  
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6. '''Enter 0 (zero) or the desired amount '''as pmt amount (blue arrow)  
6. '''Select posting for:''' primary, secondary, tertiary insurance or patient payment (green oval)
 
7. '''Enter 0 (zero) or the desired amount '''as pmt amount (blue arrow)  


<center></center>''Adjustment amount appears (yellow oval) ''</center>
<center></center>''Adjustment amount appears (yellow oval) ''</center>




7. '''Click 'W'''' (blue circle)  
8. '''Click 'W'''' (blue circle)  


<center>''This makes adjustment reasons appear in dropdown to right ''</center>
<center>''This makes adjustment reasons appear in dropdown to right ''</center>




8. '''Select adjustment reason '''(green oval)
9. '''Select adjustment reason '''(green oval)




9. '''Click 'Save'''' button at top center (red circle)
10. '''Click 'Save'''' button at top center (red circle)




[[Image:Adj4.png|center]]
[[Image:Adj4.png|center]]

Revision as of 05:12, 16 May 2015

Sample: Apply Adjustment to Patient's Account

Introduction

Adjusting a patient's account is a necessary billing function. OpenEMR does have a number of workarounds which suffice but here's the most direct method. (Tip of the hat to fsgl's forum post, http://sourceforge.net/p/openemr/discussion/202505/thread/ce2617d4/?limit=25#09b4)


Overview:

  1. OpenEOB module
  2. Search on and select pt's invoice to be adjusted
  3. Apply adjustment and record reason
  4. Save.

Procedure

1. Left Nav menu: Fees-> Billing

2. Click blue [EOB] link at right (blue oval)


Adj1.png


3. Enter Patient name (left blue oval below) or other search criteria in purple shaded area

4. Click 'Search' (right green oval)

Adj2.png


A list of encounters appears beneath


5. Click on desired encounter


Adj3.png


6. Select posting for: primary, secondary, tertiary insurance or patient payment (green oval)

7. Enter 0 (zero) or the desired amount as pmt amount (blue arrow)

Adjustment amount appears (yellow oval)


8. Click 'W' (blue circle)

This makes adjustment reasons appear in dropdown to right


9. Select adjustment reason (green oval)


10. Click 'Save' button at top center (red circle)


Adj4.png