Processing Price Adjustments on Material Orders

When you perform price adjustments on invoiced orders that the patient has fully paid, you can refund the amount to the patient or issue a credit to apply to a new order. If there is a balance remaining on the order, the adjustment reduces the balance due instead of refunding or crediting.

This section includes the following topics:

• Processing Adjustments on Paid Orders
• Processing Adjustments on Orders with a Balance

Processing Adjustments on Paid Orders

1. On the left side of the Demographics screen, click Material Orders.

   The Material Orders screen opens.

2. Click the Invoiced tab, if it is not already displayed.
3. Locate the order you want to adjust in the Invoiced Orders list, and select Adjust from the Actions drop-down list.

   The Adjust Order window opens.

4. Select the Adjustment Reason.
5. If the Adjustment Note field displays, enter the reason for the adjustment.
   Adjustment Note displays only if you have Required Notes set up for adjustments in Administration.
6. Enter the Adjustment Amount.
7. Select the Refund Method.
   • Select Credit to add the total amount to the patient's credit total.
   • Select Refund and enter the amount(s) to refund to each payment type. Any remaining adjustment amount not allocated will be handled as a credit. The total of the amount(s) you enter is shown in the Refund Total field. This total must equal the Refund Amount.
     • Only providers and staff members with the Process Refunds access option selected in Administration can process refunds. If you do not have access, a Temporary Override window displays, allowing another user with access to enter their username and password and give you temporary access.
8. Click Adjust.

   The Price Adjustment receipt opens in a new window.

9. Click Print to print the receipt.

   The credit or refund is processed, and the adjustment is added to the Transactions tab as a Sale Price Adjustment type transaction. For instructions on reprinting the Price Adjustment receipt, see Reprinting Transaction Reports.

Processing Adjustments on Orders with a Balance

1. On the left side of the Demographics screen, click Material Orders.

   The Material Orders screen opens.

2. Click the Invoiced tab, if it is not already displayed.
3. Locate the order you want to adjust in the Invoiced Orders list, and select Adjust from the Actions drop-down list.

   The Adjust Order window opens.

4. Select the Adjustment Reason.
5. If the Adjustment Note field displays, enter the reason for the adjustment.
   Adjustment Note displays only if you have Required Notes set up for adjustments in Administration.
6. Enter the Adjustment Amount.
7. Click Adjust.

   The Price Adjustment receipt opens in a new window.

8. Click Print to print the receipt.

   The order balance is reduced by the amount of the adjustment, and the adjustment is added to the Transactions tab as a Sale Price Adjustment type transaction. For instructions on reprinting the Price Adjustment receipt, see Reprinting Transaction Reports.