References - Adjustment Types

Adjustment Types are used for both positive and negative adjustments. They give you a brief description of the reason for the adjustment, such as "Professional Courtesy" or "Bounced Check Fee".

To create a new adjustment type, go to References and select Adjustment Types in the sidebar. Click the green plus button to create a new record, and enter the adjustment type you'd like to add.

After entering the information, save the new record by going up to the Edit menu and choosing Save Record, or using the Command-S keyboard shortcut.


Was this article helpful?
0 out of 0 found this helpful


  • Avatar
    Harry Smith

    If the event you want to get rid of a previously used adj type, you can hit the minus symbol, and it will tell you it is used elsewhere, you must go to the patient in the drawer and remove that adj type for the patient. Select the adj type record > drawer > Patients with this adj