How do I adjust the balance due?

Whether you accept insurance or not, sometimes you may wish to adjust your patient/ client’s balance. Read on to learn how:

1. Go to ''Charts>Billing>All Transactions'' and choose the entry type, “Adjustment.”2. Enter a positive amount (e.g. a courtesy fee waiver). 3. This will decrease the balance due in the chart and the billing total in ''Financial Summary>Transactions''.

4. Alternately, you can enter a negative amount (e.g. a finance charge)

5. This will increase the balance due in the chart and the billing total in ''Financial Summary>Transactions''.That's it! If you have any questions, please contact us.