Summary
This report includes a list of all adjustments recorded within the specified date range. The results incorporate all locations and providers that have posted adjustments, with transactions organized chronologically by the date and time of posting.
Later in this article, examples and notes will be provided to help clarify the differences between the Adjustments Report and the Adjustments by Date Range Report.
Steps to run the Adjustment Report
Step 1 - Select Reports, then Reports from the menu option.
Step 2 -To access the Adjustment Report, you may either click on the "Financial" section to locate it or enter "Adjustment" in the search box.
Click on Financial.
Or enter "Adjustment" in the search box.
Step 3 - Enter the Start Date and End Date for the Adjustments you wish to search. You can order the report by Location or Provider, (The Adjustments report will show ALL locations and Providers), and select the Patient Identifier as either Patient Name or Patient ID.
Example Adjustments Report Screenshot below.
Adjustments by Date Range Report
The Adjustment by Date Range report will allow you to select specific Location(s) and Provider(s).
Example of Adjustments by Date Range Report in Screenshot below.
Please Note: The Adjustment Report and Adjustments by Date Range Report are similar in that both allow data to be filtered by location or provider. A key difference is that the Adjustment Report displays results for all adjustments across all locations and providers. Additionally, the Adjustment Report is organized according to the Transaction Date and the Patient's Assigned Location. Even if a transaction is recorded in a different location, the Adjustment Report reflects data based on the patient's assigned location.
Conversely, the Adjustments by Date Range Report enables you to select specific or multiple/all locations and providers in the report filters. Furthermore, the Adjustments by Date Range Report can include charges that do not ‘Affect Production’ (meaning the Affects Production box is not checked in the Transaction Types setup). This report is also organized by Transaction Date and Location Assigned.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.