Overview
Adjustment types are classifications that indicate why modifications were made to a patient's financial account within the health record system. While health record systems come with pre-configured standard adjustment categories (contractual write-offs, bad debt, or insurance adjustments), practices can create custom adjustment types to match their specific operational needs.
By properly categorizing adjustments during financial transactions, practices can:
- Maintain accurate financial records
- Track patterns in billing adjustments
- Generate detailed financial reports
Adjustment types are further categorized by their action, the way that the adjustment types interact with the patient’s financial account.
| Action | Description |
|---|---|
debit | Increases the patient’s balance/amount owed |
credit | Decreases the patient’s balance/amount owed |
unknown | Indicates that the health record system does not support debit/credit or it could not be accurately determined. |
Health Record Systems
Supported health record systems
- Dentrix
- Dentrix Enterprise
- Eaglesoft
- Open Dental
Below are screenshots of each of the supported health record systems to help clarify where the adjustment types exposed in our API are originating from.
Dentrix
Adding an adjustment type
Creating an adjustment with an adjustment type
Dentrix Enterprise
Dentrix Enterprise calls adjustment types that increment the patient’s ledger “charge adjustments”. These are synonymous with what we call “debit adjustments”.
Adding an adjustment type
Creating an adjustment with an adjustment type
Eaglesoft
NexHealth does not read or write the “Impact on Productivity” field on adjustment types. Assuming you want to create custom adjustment types, you’ll need to work with the office to understand how they want adjustments written with these types to affect their reporting. For more information see the official Eaglesoft documentation.
Adding an adjustment type
Creating an adjustment with an adjustment type
Open Dental
Adding an adjustment type
Writing an adjustment with an adjustment type
