The Adjustments Report summarizes payment adjustments made within a selected date range, including waived balances and bad debt write-offs.
When to Use This
Use this report when you need to review adjustment activity for accounting, reconciliation, or tax reporting purposes.
Permissions
- Access to Reporting > Payments & Adjustments > Adjustments
Contact your clinic administrator if you don't have the required access.
Instructions
Create an Adjustments Report
- Go to Reports
- Under Payments & Adjustments, select Adjustments
- Under Report Parameters, select the information you'd like to include in your report:
- Clinic(s)
- Date Range
- Invoices
- Claims
- Under Type, select either:
- 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
- Waived Amount
- Bad Debt
- Adjustment Date
- Adjustment Amount
The PDF version of the report will display the total number of adjustment transactions and the summed adjustment amount at the end of the report.
Things to Know
When writing-off patient balances, the type of adjustments can be understood as follows:
- Bad Debt: Use for amounts that are no longer collectible, such as balances from patients who cannot be reached or are refusing payment
- Waived Amount: Use for balances your clinic has chosen to forgive
Accounting practices can vary so we recommend checking in with your accounting team to see if they have an existing practice.