How do I summarize adjustment data?

Patient adjustments at the bottom of the Transaction window are for patient discounts not for insurance write offs (use "insurance credit" for that). You can summarize adjustment data to make comparisons

Patient adjustments are listed at the bottom of the TRANSACTION window

Patient adjustments are listed at the bottom of the TRANSACTION window

You can enter a "Reason" and an "Amount".

If you enter a Reason and click refresh some of the top reasons will do the math for you (arrow)

Adjustment details (click the blue details icon)

Adjustment details (click the blue details icon)

1. Record notes

2. Ignore tax

3. Delete the adjustment

Adjustment details reports

Adjustment details reports

1. Toggle manual tools (left side of window in FileMaker 9 or less)

2. Click FIND

Find on any field

Find on any field

1. In this example "2010" would find all adjustments for 2010.

Other examples:

1/2010...3/2010 (first quarter of 2010).

1/2010...3/2010 and Dr. Jones in the Dr field (first quarter of 2010 for Dr Jones only).

2. Click "Preform Find" and scroll to the bottom for totals

Once you show all adjustments in 2010, you may right click (control click on Mac) on ANY field and "Constrain found set". This is a powerful tool that lets you quickly summarize data and build reports on the fly

 

Examples

Examples

Complex report

1 Reason "15% All"

2 Adjustment amount between $10 and $20

3 At location "WVC" (if you have more than one location)

4 Limited to Dr Cutler

5 In March of 2010