Custom Adjustment Codes

Adjustment Codes are available for selection when posting payments and adjustments (Batch Payments, Batch Adjustments). The default Adjustment Code is set on the Insurance Classes page. These can be created to adjust or write off unique types of balance amounts. Standard options are already included in your account, but additional can be created for reporting purposes.

Important: This page is permission-based. Only specific service types and user roles have access to add/edit codes. Contact your admin if you need access to this feature.
  1. Click Payments, then select Adjustment Code.
  2. Click New.
  3. Type in the Adjustment Code and Adjustment Description.
  • Insurance Indicator: If selected, this adjustment code will be available on the Batch Payments page for use when posting payments and adjustments. 
  • Is Active: Will automatically be selected. Uncheck this box to deactivate an adjustment code.  

4. Click Save to receive a confirmation message.

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