Daily Adjustments

Introduction

Daily Adjustments Report:

  1. displays the daily adjustment transactions performed through a specific date range.

>> Note that: “Daily Adjustments” report works on the (Addition) , (Discount) and (Payback).

 (Daily Adjustments) report could be accessed from:

  • Analytics >> Financials >> Daily Adjustments.

Filtration

  • Date Range
    – (From) and (To) fields enables user to select the required date range.
    – Date filtration depends on the Adjustment Date.
    – Default Selection: Today’s Date.

Note: The number of days between ‘From’ date and ‘To’ date can NOT exceed 31 Days.

  • Adjustment Type
    – Is a select menu that contains all of the of the adjustment types (Addition, Discount and Payback ) with default selection: Addition and Discount.

Content
Daily Adjustments data are sections into 2 sections:

  1. Totals: Total Addition, Total Discount and Total Payback.
  2. Grid: Contains Adjustment Date, Patient ID, Patients Name, Type, Amount and User.

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