Adjustments

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Supported Integrations

For now, adjustments are only supported for Open Dental and Dentrix.

Adjustments represent a practice adding or subtracting from a patient balance. Adjustments can be applied for a huge variety of reasons including write offs (when a practice chooses not to charge a patient for a fee that was not covered by insurance), late fees, or employee discounts.

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Understanding Adjustment Directionality

Unlike payments or charges, which always have a set effect on a patient balance, adjustments can subtract from the overall balance (credits) or add to the overall balance (debits). You can understand the impact of an adjustment on the balance by interpreting the sign of the adjustment_amount value: A negative value denotes a credit, while a positive value will denote a debit.

Including other associated entities

Associated entity objects can be returned for patient, guarantor, provider, charge, claim by adding the equivalent query parameter include[] with any combination of patient, provider, guarantor, charge, claim (only applicable to single :id query).
For collection queries (/adjustments), only the id of the associated entities are returned in the response.

Monetary values returned

Adjustment(s) query response will include the adjustment_amount monetary value as part of the response object.

Response Object

For the expected response object definitions, please refer to the 200 response object for View adjustments and View adjustmentqueries.