The Adjustment Summary Report will include the totals of each Adjustment Type entered. This report can be run by Provider, Date Range, Billing Type, Etc.
To generate the Adjustment Summary Report, take the following steps:
- From the Office Manager, select Reports and choose Practice Analysis Reports.
- Select the desires provider(s), billing type(s), and enter the desired date range.
- Choose to run the report by Entry Date or Procedure Date. For information on the difference between Entry Date and Procedure Date, see the Entry Date vs Procedure Date article.
- Under Select Summary Reports, choose the Adjustment Summary Report, then click Print or Batch.
Additional Information
Each Adjustment Type entered, whether or not it has been used, will display its own totals. The last page of the Adjustment Summary Report will include the total figures of ALL Debit Adjustments, Credit Adjustments, Finance Charges, and Late Charges within the specified date range.
Explanation of Totals
- Quantity - The total number of times the specific adjustment type was posted within the date range.
- Total - The total dollar amount posted using the specific adjustment type within the date range.
- Average - The total dollar amount divided by the quantity of the specific adjustment type.
- Percent - The ratio of this adjustment type's total dollar amount to the total office Debit or Credit Adjustments. Debit Adjustments and Credit Adjustments each have their own Percent equally 100.
