Overview

An adjustment is a special charge that is already built into Cerbo. It can be negative (credit's the patient's account) or positive (debit's the patient's account from the practice). There are a few use cases for using the adjustment that are described below.


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Details

To access the adjustment feature, enter the word 'Adjustment' into the charge search field in the patient's billing block:


  


Scenario # 1 Refunding a Credit Card Payment with a Check:

In some cases, you will want to refund the patient via check, rather than refunding their credit card. For example, if the credit card has expired or has been removed from the patient's chart, you cannot issue the refund to the payment card. In that case you would:

  1. Look at the specific charges that the refund applies to. 
    • If the charge(s) are being refunded in full, then right click on each charge name in the billing history and click on Mark as Refunded/ Voided.
    • If any charge(s) are being refunded in part, then right click on each charge and select the Edit option. Then edit the charge quantity and/ or price as applicable.
  2. Enter the refund as an Adjustment charge. You will want to enter a positive (no minus sign - you don't need to add a plus sign) amount for your Adjustment in the amount of the refund. This will offset the positive credit balance in their account from voiding/ editing charges in in step 1 above. Add a note about why you are making this adjustment, with the check number if desired.
  3. Separately write them the check for the refund or otherwise issue the refund to the patient outside of Cerbo.