Insurance Adjustment could be managed from the Claims view. Claim Details page is the place to add adjustment related to insurance.

To Add Insurance Adjustment, Follow the following:

• Access the “Claim Details” page from either the Claims view or if you are working with open ledger view then you can access it from the ledger view.
• “Claim Details” opens, Press the “Add Adjustment” button.
  
• New page “Add Insurance Adjustment” page opens.
  — If Clinic is using an Open Ledger type, then “Add Insurance Adjustment” page looks like:
  
  >> User has the ability to tick or not to tick the check box of “Distribute”, But once the transaction is saved; user can’t change in the “Distribute” check box.
  — If Clinic is using an Procedure Ledger type, then “Add Insurance Adjustment” page looks like:
  
  >> User can’t remove the check mark of the “Distribute”. 

“Add Insurance Adjustment” page contains the following fields:

• Code: Is a code (InsAdj) related to the Insurance adjustment transaction which is automatically generated by Dentalore system and can’t be edited by user.
• Adjustment Type: Is a drop down menu in order to select the type of required adjustment. Adjustment type could be: (Addition, or Discount). Note that the (Addition) is displayed in “Positive” value, while the (Discount) value is displayed in “Negative” value.
  
• Date: Is date field that’s by default displays the date of today and time when the adjustment transaction created.
• Amount: Is the amount of money that will be added as an adjustment (Not linked to a specific Procedure).
• Description: Is a field to write required description on the payment transaction, by default the description field displays the following and user has the ability to change it:
  — (Adj-Addition) if the selected adjustment type is: Addition
  — (Adj-Discount) if the selected adjustment type is: Discount
• Distribute: Is a check box that’s not ticked by default.
  — If the “Distribute” Check box is ticked that means the user will distribute the amount of adjustment on the patients’ procedures. The inserted value in the “Amount” field must be equal to the total Amount inserted for all of the listed procedures.
• Note: Is a field to write any extra notes related to the payment transaction.
• “Save” button: Once Pressed, Adjustment transaction saved and user is directed to new page “Edit Insurance Adjustment”.
• “Save&Close” button: Once Pressed, Adjustment transaction saved and user directed to the “Claim Details” page.
• “Cancel” button: Once Pressed, Adjustment transaction cancelled and user directed to the “Claim Details” page.