The Adjustments Report provides a summary of adjustments made within a selected date range. This report can be useful for reviewing waived balances, bad debt write-offs, and other adjustments for accounting, reconciliation, or tax reporting purposes.
When writing off patient balances, we generally recommend using:
- Bad Debt for amounts that are no longer collectible, such as balances from patients who cannot be reached or are refusing payment.
- Waived Amount for balances your clinic has chosen to forgive.
As accounting practices can vary, we recommend confirming with your accounting team whether they prefer the use of one adjustment type or both.
Generating the Adjustments Report
- Go to Reports
- Under Payment & Adjustments, select Adjustments
- Enter the Report Parameters
- Clinic(s)
- Date Range
- Invoices
- Claims
- Select Type:
- CSV (spreadsheet)
- Click Create
Result
The generated report will display:
- Date and Time the report was generated (PDF version only)
- Date Range (PDF version only)
- Company Name (PDF version only)
- Clinic(s) (PDF version only)
- Reference Number
- Invoice Number
- Invoice Date
- Patient Name
- Adjustment Type (for example, Waived Amount or Bad Debt)
- Adjustment Date
- Adjustment Amount
At the end of the report, the total number of adjustment transactions and the summed adjustment amount will be displayed (PDF version only).