Requesting an Adjustment on Active Payment Plans

This article highlights how 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

  • 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 patients 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.