Adding a New Adjustment Type

Adjustment Types in Dentrix

When you need to adjust an account balance in Dentrix, an adjustment is posted to the patient's Ledger.

Dentrix includes several default Adjustment Types; however, additional adjustment types can be created to better support your practice's accounting procedures, reporting requirements, and day-to-day workflow.

Add a New Adjustment Type

1. Open Office Manager.
2. Click Maintenance > Practice Setup > Definitions.
3. Select Adjustment Types from the Definition Type list.
4. Choose the adjustment direction:
   • + increases the account balance.
   • - decreases the account balance.
5. Enter a name in the Definition Text field.
6. Click Add.
7. Verify the new adjustment type appears in the list.

Things to Know

• Dentrix supports up to 255 Adjustment Types.
• The first adjustment type in the list is selected automatically when posting adjustments.
• Consider placing your most frequently used adjustment type near the top of the list.

Modify or Delete Existing Adjustment Types

• Select an adjustment type and click Change to update the description or +/- indicator.
• Run the Adjustment Summary report before deleting an adjustment type.
• Changes to an existing adjustment type affect how that adjustment type appears in historical records.
• When researching historical usage, select All Billing Types, All Providers, and List Inactive.
• Use a date range that covers the entire period the practice has used Dentrix.
• Delete adjustment types only after understanding the impact on historical ledger data.