Adjustment / Write-Off Screen Improvements

Updated Adjustment Workflow

The Adjustments / Write-Offs screen has been enhanced to improve clarity, control, and financial accuracy when posting insurance or patient adjustments.

Enhancements
Improved separation between adjustment setup and line-level application.
Added clearer adjustment reason handling.
Added line-level Apply controls.
Improved invoice and encounter summary visibility.
Enhanced write-off processing workflow.
Added support for line-item-specific adjustment reasons.
Adjustment Reason Handling

The screen now supports:

Overall adjustment reasons for the entire adjustment session.
Individual line-item reasons for procedure-specific adjustments.

This allows billing teams to accurately document payer behavior when multiple CPT codes are adjusted differently within the same encounter.

Apply Checkbox Behavior

The Apply checkbox now provides explicit control over which line items receive posted adjustments.

Benefits include:

Preventing accidental financial postings.
Allowing users to review entered amounts before committing changes.
Improving audit and compliance accuracy.
Supporting safer manual payment posting workflows.
Benefits
Improved user clarity during adjustment entry.
Better support for insurance contractual write-offs.
More accurate line-level accounting.
Improved compliance and audit tracking.
Reduced billing errors during payment posting.
Faster adjustment processing workflows.