Adding A Billing Adjustment

To add an adjustment for bills , follow these steps:

• Go into “Adjustments” (left menu under billing).

• Select "Add New Adjustment".

• If you need to charge more click "Charge", if you charged too much, click "Discount".

• Click "Client".
• Select the client or caregiver name.
• Set the date to the date the issue occurred on (can be some date in future).
• Type a short description.
• Put in the dollar amount to be adjusted as a positive number.
• Click "Save Adjustment".