Apply a Credit Adjustment

Apply Credit Adjustment is used to process credit adjustments such as write-offs, professional courtesy adjustments, etc. For more information on debit codes see the Adjustment Codes Help Page.

Follow the steps below to apply a credit adjustment while posting a payment.

  1. Click the Apply Credit Adjustment button at the bottom of the screen.

  2. Fill in the option to specify this as a Patient or an Insurance credit adjustment

  3. Click the  icon to select the credit code.

  4. Enter the Credit Amount.

  5. Enter the Received date.

  6. Type a Memo.

  7. Click Done, then click Done again to save the payment.