Adjust Payments

You can add or deduct specific dollar amounts from payments, even when such additions/deductions have nothing to do with specific claim counts. For example, if a special IRS withholding situation occurs, you may need to deduct a certain amount of money from a provider's payment each time you issue it.

Note: Do not confuse these non-claim payment adjustments with adjustments made to specific claims. For more information about claim adjustments, see Change/Adjust Claims

To create a non-claim payment adjustment:

  1. Click the Checkbook menu and select Adjust Provider Payments. The Adjust Provider Payments window opens.
  2. Click the Provider drop-down menu and select the provider for whom to adjust payments.
  3. Click the Adjustment Date box and enter the effective date of this adjustment. This box defaults to today's date.
  4. Enter the adjustment amount in the + (plus) or - (minus) boxes. The Total box updates automatically.
  5. Click the Adjustment Reason box and enter the reason for this adjustment. This prints on the provider's check/payment voucher.
  6. Click the Applicable Account drop-down menu and select the adjustment account code. This code impacts transaction export files. This field only displays if you are required to select an adjustment account code.
  7. Click Save.

The next time you issue payments, be sure to check the Include Non-Claim Payment Adjustments box so this adjustment is automatically included in the provider's next payment. For more information, see Issue Payments.