Skilled Nursing Facilities

Creating Adjustment Batches

 You can create adjustment batches to increase or decrease an account, write off bad debts or transfer balances from one Payer to another. Adjustment batches are initially created to enter balances forward. Adjustment batches are not for recording ancillary charges like cable or telephone.

Note

Under setup, Charge adjustments codes must be configured with a type of Adjustment for use in Adjustment batches. 

Warning

Under setup, Transaction Edit checks can be customized to show Error, Warnings, or Neither for Adjustment entries. You cannot post a batch that contains any transactions with Errors. Warnings should be reviewed, but you can post the batch with warnings. 

Under setup, after a threshold amount is set in A/R configuration, security permission is required to allow users to post a batch if the total exceeds the dollar threshold. Additional configuration options related to comments, and transaction dates can also be configured here.

  Creating the Batch 

  1.  Admin > Billing > Open Billing Batches. 

Adding the transaction entry. After you create a new batch, you can also edit an unposted batch to add adjustment transactions or view and update transaction information. 

  2. Enter the Date of Service.

  3. Enter the resident number or name. 

  4. Type or select the Charge code.

  5. If needed, enter an Alternate Description that appears in reports and statements.

After you carefully review your batch, the batch must be posted so the transactions can be applied to the resident accounts.

Select post to apply the transaction to the resident accounts.

  • If the amount is a credit, enter a negative amount using a minus sign before the number. For example, the resident overpaid by $5 and you are crediting a refund. Enter this as -5.00. 

  • If you are entering more than one transaction, to save time you can select to remember the service date, resident name or charge code for the next entry.