Step 1: From the Posting Application, select the Line Posting tab. (Note: You must be in an open control to post adjustments.)
Step 2: Load the patient account by typing the account number into the account field. (Alternately, to perform a patient search, click the italicized word Account or click into the Account field and press F3.)
Step 3: Select (Left Click) the appropriate visit that you need to post an adjustment on.
Step 4: Enter the adjustment information. (Note: If multiple adjustment codes need to be posted, enter those in Adj2 and Adj3)
Start Date = Adjustment date.
Trace = Check #, if a check payment. If not an EOB adjustment, leave this field blank.
Trans Type = A for Adjustment.
Tran Code = Adjustment code. To perform a code search, click the italicized word Code in the column header.
Description = Description of Adjustment Code.
Amount = Adjustment amount. (Note: This is just a reference field and the amount does not need to be entered here.)
Step 5: On the transaction line, enter the adjustment amount in the Adjustment column(s).
(Note: Adj1 = Adjustment 1, Adj2 = Adjustment 2, and Adj3 = Adjustment 3.)
Step 6: Select Apply in the bottom right corner of posting application or press F9, to save the changes.
