Adjustment report is used to verify whether debit and credit adjustments have been posted correctly against the relevant procedure code balances. Adjustment reports are also used to identify trends of common adjustments so processes can be implemented to avoid them in the future. The Adjustments report is based on the Transaction Date and shows real-time data.
This report shows real-time data and is available in two views - Summary and Detail View.
Competitor Reports
- Adjustment Only Day Sheet (Dentrix)
- Daily Production/Collection Summary (Eaglesoft)
- Daily Adjustments Report (Open Dental)
Use Cases
- Evaluate accurate posting of adjustments to ensure the accuracy of financial records.
- Generate monthly or weekly reports to review adjustments made such as discounts, write-offs, and transfers.
Let's get started!
- Navigate to the System Menu > select Operational Reports under Insights.
- Click the + icon on the left or the Generate Report button on the right for the chosen report.
Explore below to learn more about the desired views, filter criteria, and results.
The summary view shows the total count and amount of the production adjustments and collection adjustments made in each location and how each specific production/collection adjustment code has contributed to the adjustment as well. This view also shows the total count and amount of adjustments made against insurance adjustments and patient adjustments.
Let's explore the filters:
| No | Filters | Description |
| 1 | Date Range* |
Adjustments report is dated by transaction date. The date range can be selected for a maximum of 1 year. *By default, the date range will be for the current day. |
| 2 | Location* |
Select a location or locations to focus the report on the treatment location of the procedure codes (to which the adjustments have been made against). *By default, the location will be the user’s default location. |
| 3 | Provider | Choose a provider or providers to focus the report on adjustments made against treatment completed by the selected provider(s). |
| 4 | Adjustment Type* | Select the Adjustment type to focus the report on collection adjustments, production adjustments, or both. *By default, All will be selected |
| 5 | Patient Flag | Choose whether to focus your report based on patients with the selected patient flag(s). |
| 6 | Patient | Choose to focus the report based on the selected patients. |
| 7 | Adj. Amt* |
Specify whether to generate data based on Adjustment codes with a total adjustment amount of "less than", "greater than", "equal to" (and so on) than the specified dollar amount (including both patient and insurance amounts). *By default, not equal to $0 will be selected. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 10 Treatment Locations or a date range exceeding 6 Months will not generate on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Summary View
Now, let's take a look at the results of the Adjustments Report (Summary View).
- Insurance Adjustments: The adjustments made against insurance balances. (This includes the number and total dollar amount of these adjustments.)
- Patient Adjustments: The adjustments made against patient balances. (This includes the number and total dollar amount of these adjustments.)
- Grand Total: The total number and dollar amount of adjustments made against both patient and insurance balances within the selected date range.
- Adjustment Type: The type of adjustment, either a collection adjustment or a production adjustment.
- Adjustment Code: The adjustment code used to adjust the resulting balance for treatment completed.
- Description: The description of the adjustment code used to adjust the balance.
- Count The number of adjustments made with this particular adjustment code.
- Amount: The total amount of the adjustments made with this particular adjustment code.
Click on the blue-colored entries to view more information on the corresponding entries.
The detailed view of the report will display the following columns.
| No | Filters | Description |
| 1 | Date Range* |
Adjustments report is dated by transaction date. The date range can be selected for a maximum of 1 year. *By default, the date range will be for the current day |
| 2 | Location* |
Select the location(s) to focus the report on the treatment location of the procedure codes (to which the adjustments have been made against). *By default, the location will be the user’s default location. |
| 3 | Provider | Choose the provider(s) to focus the report on adjustments made against treatment completed by the selected provider(s). |
| 4 | Adjustment Against* |
Select the Adjustment Against to focus the report on adjustments made against patient balances, insurance balances, or both. *By default, All will be selected. |
| 5 | Adjustment Type* | Select the Adjustment type to focus the report on collection adjustments, production adjustments, or both. *By default, All will be selected. |
| 6 | Adjustment Code | Choose to focus your report on the selected adjustment code(s) |
| 7 | Patient Flag | Choose whether to focus your report based on patients with the selected patient flag(s). |
| 8 | Patient | Choose to focus the report based on the selected patients. |
| 9 | User |
Choose to focus your report on adjustments made by the selected user(s). *By default, the current user will be selected |
| 10 | Adj. Amt* |
Specify whether to generate data based on Adjustment codes with a total adjustment amount of "less than", "greater than", "equal to" (and so on) than the specified dollar amount (including both patient and insurance amounts). *By default, not equal to $0 will be selected |
| 11 | Columns* |
Choose the columns you wish to see in this report. *By default, all the columns will be selected. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 10 Treatment Locations or a date range exceeding 6 Months will not generate on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Detail View
Now, let's take a look at the results of the Adjustments Report (Detail View).
- Adj. Type: The type of adjustment, either a collection adjustment or a production adjustment.
- Adj. Against: Indicates whether the adjustment was made against a patient balance or an insurance balance.
- Trans. Date: The date the adjustment was created in the system.
- Patient Name: The name of the patient.
- Patient ID: The system-assigned number used to identify the patient and their records. On clicking on the Patient ID, the user is taken to the patient's ledger.
- D.O.S.: The date of service of the code against which the adjustment was made.
- Carrier: The carrier of the patient's insurance plan, against which an adjustment was made.
- Code: The procedure code against which the adjustment was made.
- Provider: The short name of the patient’s treatment provider.
- Location: The short name of the location where the treatment was completed.
- Adj. Code: The adjustment code used to adjust the resulting balance for the treatment completed.
- Description: The description of the adjustment code used to adjust the balance.
- Action: The type of action performed by the adjustment code (whether it was to deduct a portion of the balance, transfer the balance to the patient, or add to the balance).
- Amount: The amount that was adjusted in this transaction.
- User Name: The user that created/modified the adjustment.
- Remarks: Any remarks added by the user regarding the transaction.
If users in your practice cannot use this report, please ensure that the relevant permissions are enabled.
To enable Permissions for the Adjustments Report:
- Navigate to the System Menu > Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Click the toggle for Generate Adjustments Report under Operational Reports to enable the permission.
- Click Save.
Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customize reports to meet specific needs.
Click here to explore the complete list of permissions and their descriptions.