Manually Adjust Payments Through EOBs

If you want to manually adjust payments, do the following:

1. Access the invoices you’d like to change. This can be accomplished 2 ways
   • Go to the Client Summary and click “Invoicing.”
   • To to Billing and search for the encounter you are invoicing for. (NOTE: If you are searching by name, type in the last name only.)
2. Find the service date you are billing.
3. Click the Invoice.
4. Adjust as necessary
5. Click Save.