How to Apply an Adjustment in Practice Mate

Adjustments allow you to update a balance without recording a payment. Some of the more common reasons for applying adjustments may include write-offs, discounts, takebacks, or refunds.

Apply Adjustments from the Accounting Tab

Use this to see all unresolved line items for broad account visibility or when applying payments across multiple visits/patients.

1. Go to the Accounting tab.

2. Go to Apply Payments and select Apply Payment from the drop down.

3. On the Apply Payment screen:

• Search for the patient (if needed).

• View visits with remaining balances.

4. Under the Adjustment column, select the appropriate 'chart of account' (reason) you are making this adjustment. Please note: Chart of Accounts can be set up or renamed in Manage Office under Chart of Accounts.

5. (Suggested) Be sure to update the information in the Reference and Date Notified columns, check the Patient Responsibility box if there is any remaining balance owed by the patient, and set the visit status accordingly.

6. Click Apply if you would like to apply your adjustment and stay on the Apply Payment screen to search for another patient OR click Update to apply adjustment and leave the Apply Payment screen.

Apply Adjustments from the Patient Visits Tab

1. Go to Patient Visits and open the visit.  

2. Under the Billing Info tab, scroll to Payments.

3. Click the Adjustment button.

4. Under the Adjustment column, select the appropriate 'chart of account' (reason) you are making this adjustment. Please note: Chart of Accounts can be set up or renamed in Manage Office under Chart of Accounts.

5. (Suggested) Remember to update any information in the Reference and Date Notified columns, Check Patient Responsibility box if any remaining balance is due by patient and set the visit status accordingly.

6. Click Apply if you would like to apply your adjustment and stay on the Apply Payment screen to search for another patient OR click Update to apply adjustment and leave the Apply Payment screen.

Use adjustments to correct balances, including balances that are already at $0. This may include write-offs, discounts, takebacks, or refunds.
Please Note: Adjustments do not impact monetary transactions directly. They are typically made after the transaction to document and reflect changes accurately.

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