Summary
This report details all adjustments recorded within a specified date range, location, and transaction type. It is also designed to include charges that do not 'Affect Production' (indicating that the 'Affects Production' option is not selected in the Transaction Type setup). This report is not PEDS Specific.
The Adjustments by Date Range report is based on Transaction Date and Location Assigned
Transaction Type Setup
To access the Transaction Type Setup to view a Transaction Type setup, navigate to Edit, then Setups, and select Transaction Types. Select the Transaction Type you wish to view the setup for, then click Edit.
Steps to Access Adjustments By Date Range Report
Step 1 - Click Reports then select Reports.
Step 2 - Enter the name of the report in the search box; Adjustments by Date Range, or you can click Financial and scroll to find the report.
In the Search box enter Adjustments by Date Range to display the report name without scrolling.
Scroll to find the Adjustments by Date Range report, click on Financial and scroll <<< Is this an unfinished sentence?
Step 3 - Select the Adjustments by Date Range report and input the desired parameters.
When selecting report parameters, include a Start Date and End Date, at least one Location (Location is Assigned Location, not Posted Location), and at least one Provider.
Show Open Items - Check this box if you want to see the individual items that make up the Open Item Transfer Adjustments total given at the end of the report. If the box is not checked, the total will still show at the end, but the Open Items will NOT show under the transaction categories.
You may choose to break by Location, Provider, or None.
Then click Preview to display the results.
The Adjustments by Date Range Report shows a breakdown of each Transaction Type, for an example, Transaction Type: Balance Adjustment then shows Date/Time, Patient, Responsible Party, Insurance, Note and Amount. The report puts the adjustments in order by date under the Transaction Type category. At the bottom of each Transaction Type category, you will see Subtotals for that Transaction Type, at the bottom you will see the Report Grand Total. See screen shot below.
Compare with the following reports
Balancing Worksheet
Practice Monitor by Date Range (Report Grand Total with (D) net Adjustment)
Example view of Balancing Worksheet Report
On the Balancing Worksheet, compare the Patient A/R Subtotal with Column D on the Practice Monitor by Date Range
Example view of Practice Monitor by Date Range report
NOTE: The Adjustments by Date Range report is based on 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.