Posting adjustments can be confusing at times! So let’s CLEAR it up – see what we did there? There are three types of adjustments that can be made on the ledger: general adjustments, prior approvals, and billing use.
- General adjustments can be completed by anyone.
- Adjustments requiring prior approval must be approved by a service chief, Dr. Nixon, Shawn Curtner, or Jeff Rohlf. In the internal note section on each line item the following should be included: date of approval, who approved it, how it was approved (verbal, email, etc.), and your Compulink ID.
- Billing use adjustments are only to be used by billing for billing purposes.
When you select the adjustment type from the drop down, please remember that sometimes the description is cut off. To help you navigate the abbreviated list, we have listed materials adjustments as first and service adjustments as second throughout the lists. This means that if you have an adjustment with the same name, the first would be for materials and the second would be for services.
As a reminder, adjustments should never be entered in the adjustment box on the line item on the ledger. This should only be done through the adjustments function within Compulink for reporting purposes. For more details please refer to the training guides and job aides in the Clinic Resources folder on clinic desktops.