How Andre Uses Adjustment Types Within the Employers/Coverage Plans
Question: We are in-network with insurance. When I set up an Employer, do I need to use the Adjustment Type drop down to pick an Adjustment Type? If yes, which one?
Answer: This drop down sets a default choice for this specific Employer/Coverage Plan. That way, when you process an Insurance Payment, the pop-up Adjustment window gets a defaulted Adjustment Type (see picture).
This default Adjustment Types is set up here (see picture) in the Employers/Coverage Plans window.
What I have suggested as a default set up is that offices create Adjustment Types for each of the Carriers they are in-network with. My preferred naming schema is:
“Provider Adjustment for XYZ Insurance”
Although, if Fee Schedules and/or Coverage Books are set up properly, these Appointment Types will never be used. Adjustment tracking will be done with the Managed Care Analysis report. If these Appointment Types are used, a patient receives a statement with more descriptive adjustment instead of a generic “Insurance Adjustment” message.
The office can also better track the write-off using the Adjustment Reconciliation report. These Adjustment Types should be set up to impact Production.
DISCLAIMER:
This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company. All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog.
