Change the Adjustment Reason on a Closed or Paid Invoice

Sometimes you need to update or change the reason a claim was adjusted down so it reflects accurately on the bill. Here’s how you do it:

1. Open your Client Summary for the client.
2. Click Invoicing at the top of the summary.
3. Click on the invoice(s) you need to update.
4. Confirm your Posting Settings are correct (Normally Ins1 for an insurance client w/ a single payer).
5. Change “Deposit Date” to the original date of posting.
6. Check the box in the “Del” (delete) column next to the adjustment you want to replace.
7. Add the adjustment amount in the “Adjust” column (next to the W).
8. Select the new adjustment reason from the dropdown box in the “Reason” column.
9. Click Save.