Setting up the Adj/Write-Off/Refund Reasons tab
Under the Reasons tab is where you find all possible options for patient and carrier Adj/Write-Off/Refunds. Clicking the plus sign next to each option will allow you to see the Reasons for that title.
You can also double click on the verbiage if you want to edit instead of clicking the edit button.
For any Adj/Write-Off/Refund you want to edit in anyway, make sure you have clicked the plus sign for that line you wish to edit.
Setting up the Claim Adjustment Reason Codes
If you wish to change the Reason, click the drop down arrow to reveal the options that you have saved under the Reasons tab, under the Insurance Adj. Reasons.
Seeing the Reasons in action!
Patient Write-Off and Patient Adjustment functionality is the same, just the verbiage would read differently. Below is a specific example of a Patient Write-Off
If you have a long list you don't have to scroll. You can begin typing "Pro" for example and it will pull anything with "Pro" to the top of the list to select.
Primary Adjustment and Primary Write off
Patient Refund
Primary Refund
Charge Entry Adjustment
