All Invoices adjustments are made at the invoice line item level. To make an Adjustment Entry to an Invoice Line Item select the line item and press the Adjust button.
Once selected the Adjustment Wizard will present to the user a series of intelligent screens that only display the action available for the line item in question. Below is a graphical representation of the various adjustments you can do on a line item as well as some screen images of various adjustment screens.
Refund VS Return
When should you use a Return vs a Refund? Below are the differences between both options:
1.The refund option should be used to refund a payment made by a patient, the product itself is not returned for restocking or as a defective item. The refund option does not remove or alter the invoice line item or it's value in any way, it only affects the payment.
2.The return option gives you the ability to alter the invoice line item since it will be returned or marked as defective. It also gives you the option to refund the patient for any payment made on the item.
Note:
The Adjustment Wizard takes care of the Debit or Credit of an Adjustment. (Users do not need to place an amount as positive or Negative. User must always enter a Positive number in the Adjustment Wizard.)
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Once You select the Adjust button beside the line item you wish to adjust you will be presented with a series of screens that will guide you in making your adjustment. The Adjustment Wizard screens will be automatically tailored for the line item in question showing you only the options applicable for the line item.
Following are some examples of the Wizard screens that can be displayed depending on the actions available for the line item.
IMPORTANT:
The dialogues will only show the options available depending on the current status of the Invoice. For example you cannot void an invoice if a payment has been applied. You must first refund or void the payments. Second example, you cannot void an invoice or line item if a claim has been created against the invoice or line item. If the claim has not been submitted you must first void the claim. If the claim is waiting payment the invoice cannot be voided.
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Step 1 Choose if the adjustment is for a patient or insurance company
Step 2 Determine if you are returning and item and making an refund . If you choose No for example the item is not returned to the inventory but remains on the invoice, you can still refund/adjust the item or make some other type of adjustment to the item (increase it's cost for example).
Step 3 will display your available options
Step 4 will start the required wizard to do the selected task.
Returned items will be crossed out in the Item detail grid and identified as returned.
