This article highlights how to lower the patient/client’s finance account by requesting to adjust a patient’s invoice amount and or finance details after the payment plan has been activated.
Requesting an Adjustment
Note: Only account administrators can complete this function and is only used to lower the patient financed amount. Please check with your account administrator on the approved adjustment request process for your practice.
- From the menu in the Provider Portal hover over Payment Plans and select Applications
- Use the search bar at the top of the grid to find the payment plan that requires adjustment and click on that patient’s App ID
- In the upper right-hand corner, just above the notes window, select Actions>Request Adjustments
- A flyout will appear
- Under the Type dropdown, select the Adjustment
- Next, enter the amount of the adjustment
- Select Request
Note: A refund will only be issued if the amount paid to date exceeds the requested amount.
- A note will appear in the patient’s timeline with the status of the request
Please note: Adjustment requests may take up to 48 hours to be visible in the patient’s account. A note will be added to the timeline once complete.