RevClear: Auto-Posting Adjustment Code Associations - Practice Level

Practice Level adjustment code associations for auto-posting are setup with a default list. However, balance transfer reasons and balance write-off reasons are not automatically assigned to the code associations. Each practice can assign code associations to the balance transfer and balance write-off reasons they have added to their practice's Admin module.

Before completing the following instructions, it might be helpful to review the balance transfer and balance write-off reasons you currently have in Admin, and update if needed.

• See Balance Transfer Reasons - Add; Balance Transfer Reasons - Deactivate
• See Balance Write-off Reasons - Add; Balance Write-off Reasons - Deactivate

Instructions

Add Reason to Default List

1. Access Admin > Data Configuration > Accounting > Auto-Posting Adjustment Code Associations.
2. Open an adjustment code.
3. Transfer Type has a default setting, update if needed.
4. Based on the selection made in step #3, Transfer Type, the dropdown menu for Reason includes the system options for Balance Transfer Reasons, or Balance Write-off Reasons. See Example Select the appropriate option from the dropdown menu.
5. Click 'Save.'
6. Log out and log in to see the changes associated to the setting. 

Add Adjustment Code

1. Access Admin > Data Configuration > Accounting > Auto-Posting Adjustment Code Associations.
2. Click the + icon.
3. Input an Adjustment Code. Note: Description is optional.
4. In the Transfer Type field, select either Patient Transfer or Write-off.
5. Based on the selection made in step #4, Transfer Type, the dropdown menu for Reason includes the system options for Balance Transfer Reasons, or Balance Write-off Reasons. See Example Select the appropriate option from the dropdown menu.
6. Click 'Save.'
7. Log out and log in to see the changes associated to the setting.