Have you tried to adjust a patient’s Ledger, only to discover that the adjustment type you want is not available? In Dentrix, you can create specific adjustment types, such as write-offs and refunds. And better yet, you only need to complete this process once, and then you can use them whenever you need them.
Watch the following video to learn how to add insurance adjustment types. (Duration 0:58)
Additional Tips
- Adjustment types affect a patient’s account balance and are posted in the Ledger.
- Dentrix has several pre-defined types and allows for a total of 255 adjustment types.
- To speed up entering insurance adjustments, set up Dentrix to automatically display your preferred insurance Write-Off and Refund adjustment types. Then you won’t have to search through a list to find the one you need. To set these up, review the Mastery Tracks topic Setting Up Automatic Adjustments for Insurance Payments.
- To learn more about adding adjustment types, read Adding Adjustment Types in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Create a new credit adjustment called “Insurance Write Off” and a charge adjustment called “Insurance Refund”.