If you are looking to post an adjustment on a patients claim/ account balance, these are the steps to follow.

 

1. You will go to Billingà Post payments.
   1. Then make sure your practice location at the top is selected on that drop down.

 

2.  When posting adjustments, you must create a New Batch in order to post this too. This helps with monthly reporting.
   1. At the top of this screen, you will see the batch that is currently selected, from here you will click ‘Select Batch’.
   2. Once selected, then you will go to ‘Add new batch’.
      1. Make sure the ‘practice loc.’ selected is correct.
      2. You can name the batch anything that you would like. (EX: Practice name/abbreviation, personnel initials, and date you are posting)
      3. Total amount: $0.00
      4. Batch post date: the date you created this
      5. Then save.

 

1. 3. Once this is created you should now see this is the selected batch you are going to post with.

 

3. Now that you have created your new batch you will go to the ‘Adjustment only’ tab.
   1.  Here you will search by the Patient chart or claim # and you can enter a date range below to find the claim where you would like to post an adjustment. You can only post 1 adjustment at 1 time if you do have more than 1 claim to adjust.

                            

 

4. Once you have found the claim to post too, you will select this claim at the bottom half of the screen (This will show highlighted in Dark Blue) and click ‘Post’.
   1. On this pop up you will work top to bottom. At the top you will see the specific patient encounter to confirm you have the correct claim selected to make your posting too.

 

1. 2. There is also a drop-down field for the ‘Pmt/Adj from, where you will select ‘patient’.
   3. Then on the adjustment field you can enter in the exact amount that you would like to post from the patient balance column.
   4. Also, you can select an ‘Adj code’ that matches the reason you are posting the adjustment. ** You can add new options on this drop down under adminà List item entry if you do not see one that fits this scenario.**
   5. Once you are completed with the top half fields for this pop up, you will select ‘Apply Changes’.

 

 

5. Now that you have applied changes, you can review the bottom half grid of this pop up to make sure this reflects how you would like this to be posted. You are able to go into the fields in this grid and remove the adj amt from the line item the system automatically applied this to and enter in the adj amt to a different line item to the correct CPT code you would like to adjust this from.

 

6. If the bottom grid looks good or if you have completed making your changes on the grid, then you will click ‘save’ to post the adjustment to the claim.

 

 

7. Now the pop up will go away once saved, and you will be able to see the claim on the bottom half of the screen that you posted this to and review that the patient balance is reflecting correctly.
8. At this point you would search and select the next claim you would like to post an adjustment to repeating steps 4-7.

 

9. Once you have completed making all of the adjustments for the day, you will want to make sure to close out this batch you originally created.
   1. You will go to ‘Select batch’ again.
   2. Then to the ‘Open batches’ tab.
   3. Then locate the batch you originally created, on that line on the right-hand side you will see a button ‘Close batch’ you will select.
   4. Once this is selected your batch will be closed and you no longer will be able to post with this batch anymore.