Distribute adjustments

Path: Transactions>General > Collections/Patient 
Path: Transactions>General > Collections/Remittance 

In the Distribute Adjustment dialog, accessed from the Claims level of the Collections/Patient and Collections/Remittance windows in Transactions>General, you can enter an adjustment to be distributed among the line items you select on the claim.

• The adjustment amount defaults to the outstanding balance of the claim.
• The adjustment must be distributed equally among the selected line items. In this dialog, you can also indicate whether to allow overpayment on the claim.

1. On the Claims level, select the appropriate claim.
2. Click the Details button.
3. Go to the Distribute tab and then click Adjustment.
4. Specify the date, amount, and type of the adjustment to be distributed in the corresponding fields. The date defaults to the current date. The amount automatically completes with the balance due on the claim.
5. Select the Allow Overpayment check box to allow the distribution to overpay on the claim.
6. Enter the amount limit from the total adjustment to distribute to each of the selected line items in the Amount Limit per Line Item field.
7. Select the Use check box next to each line item to which you want to distribute the adjustment.
8. Click OK.
9. Save your changes.