Sandata Agency Management 13-Balance Adjustment

The Invoice Filter section allows users to narrow the results list to meet specific criteria, described in the table below.

Field	Description
Payor	Use this field to filter invoices by the associated payer.
Date From	Use these fields to filter for invoices that are dated within the selected range.
Date To
Max Balance	Use this field to filter results based on the invoice’s balance. This amount must be greater than zero but cannot exceed $999.99.
Show all kind of invoices	Check this box to include invoices regardless of the status.
Include Overpayments	Check this box to include overpaid invoices.

Write-Off Options Closed

Field	Description
Check / Referral Number	Use this field to enter a reference number for the adjustment.
Payment Code	Use this drop down to select the payment code for the adjustment.
Write-Off Date:	Use this field to date the adjustment.
Select Max records	Select this checkbox to select all invoices in the results list.
Select None	Select this checkbox to deselect the checkbox in the Select column for every invoice in the results list.

Results List Closed

The results list displays all invoices matching the selected criteria.

Field	Description
Date	Displays the date of the invoice.
Client	Displays the name of the Client.
ChartID	Displays the ChartID of the Client.
Invoice	Displays the Invoice number.
Items	Displays the number of billed visits on the invoice.
Original Amount	Displays the original billed amount of the invoice.
Amount	Displays the current amount of the invoice.
Balance	Displays the current balance of the invoice.
Status	Displays the current status of the invoice.
Payor	Displays the Client’s Payer.
Comments	Displays any comments attached to the invoice.
Select	Select this checkbox to choose the invoices for adjustment.
Payment Code	Displays the payment code selected during adjustment.
As Of	Displays the most recent date of activity on the invoice.

Post an Adjustment from the Balance Adjustment Window Closed

This process is not meant for invoices with a balance of more than $1000.00. Adjusting larger amounts must be done from the Manual Remittance feature or the Invoice Detail window.

Go to the Balance Adjustment window under Main Menu > Billing > Balance Adjustment.
Use the filters to locate the invoice(s).
Complete the Payor, Date From, and Date To fields.

Select Refresh.
Select the checkbox(es) for the desired invoice(s).
The Select Max Records and Select None checkboxes in the Write-Off Options section are used to select or deselect all records in the results list.
Enter a Check/Ref No to identify the adjustment.
Select the Payment Code type.
Next, enter a write-off date for the adjustment to be dated.
Then select Post Now.

Max Balance must be greater than zero. The Check/Ref No. field cannot be empty. The Payment Code dropdown must be selected.

Review an Adjustment Closed

Go to the Invoice Detail window under Main Menu > Billing > Invoices > Search for and Open the Invoice.
Next, review the adjustment information.
Double click the adjustment to review it in the Payment window.