Help to create an Adjustment column

DianneL · Post by **DianneL** » Mon Oct 19, 2015 9:06 pm

We are trying to create an adjustment column on our transaction entry page that can reflect insurance clawbacks in the charges grid. We currently have columns reflecting pt payment , insurance payment and write offs. However when we try to add a clawback field this does not appear to be an option.
It is shown in the payments/adjustments section but that does not allow us to see the clawback lined up with the applicable DOS and procedure code in the charges grid.

Post by **Gavin Walker** » Tue Oct 20, 2015 3:20 pm

This isn't an option. For now, you can press F7 to go into the Patient Ledger and then click Filter and select Transaction Type, Field Value = V, Exact Match, and then click OK.

Also, take backs are reflected in the insurance 1, 2, and 3 payment columns, not the adjustment column.

I'll put in an enhancement request with McKesson.

DianneL · Post by **DianneL** » Tue Oct 20, 2015 5:22 pm

I am a bit confused. As an example: blue cross sends us a payment of $100 for patient A and on the same EOB does a recoup o $100 for a previously paid claim for Patient B. We have actual balance of $0.00
The $100 payment is entered under ins 1 for pt A and then we post the recoup under the Takeback column for Pt B.
When I look at the Transaction Entry page for pt B it will show the original payment amount and not adjust that amount to reflect the $100 Takeback . The adjustment of $100 shows up our "write off " column as a +dollar value and then the details are in the payment/adjustment section of the page.
In addition, the pt ledger will only reflect the date the Takeback was applied to the system not the date of service . Perhaps we are applying these recouped funds incorrectly all these years!
Is there an option to create a second adjustment type under the Payment Application tab ?
Thank you again for taking the time to reply .

Post by **Gavin Walker** » Wed Oct 21, 2015 9:55 pm

Sounds like you are entering take backs as regular insurance adjustments. You need to setup a separate code for take backs and make it a type Insurance Take Back Adjustment.