adjustments

[jamesx2]

I was wondering if it would be possible to simplify the way adjustments are made. We have a lot of patients that receive a 10% discount. To make the adjustment now, the front desk has to open every procedure done on the day and make an adjustment. Sometimes we do 10 or more procedures so this is very time consuming to adjust each procedure individually. Would it be possible to make it so you can highlight the procedures you want to give a discount to and then just enter in the amount to discount the procedure and let the computer automatically adjust each procedure by that percentage amount? Then when we click on the adjustment line in the account screen it would list all the procedures that are attached to that adjustment.

thanx

[jordansparks]

Can't you just put in the adjustment as a single amount rather than being quite so concerned with linking to each procedure. A simple adjustment note like this would clarify:
$567 treatment. $56 10% discount.

And yes, it is planned to put discounts on procedures.

[jamesx2]

Yes we can put it in as one big adjustment, but the problem is that we have a couple clinics. Both clinics belong to the hospital but in china you cant open a clinic without having a chinese partner. Each clinic has a different chinese partner so when you start doing revenue reports for each office you are not able to see which office the adjustment is for if it is not linked to an appointment. Because of this we have to make individual adjustments for each procedure so the adjustment is linked to a procedure. This is why it would be nice to have an easy way to see which procedure the adjusment is linked to.

thanks

[atd]

We also have multiple clinics and need to be able to run separate financial reports for each clinic. Thanks for bringing this up, I didn't realize we'd have to attach every adjustment to a procedure in order to track this correctly. Perhaps having a clinic choice for adjustments would be a solution?

[jordansparks]

Every adjustment has a ProvNum, and a provider should only be at one clinic. If a provider moves between two clinics, they should be in the system as two providers. But it's still a valid point.

[jamesx2]

I know you have recommended that each provider be given a separate provnum if they work in the two different clinics, but this option would be very complicated in our situation. We have a lot of part time doctors. We have 3 different oral surgeons that we call in when we have several wisdom teeth cases. We have 2 periodontists, and 2 orthodontists this is on top of our regular dentists. The specialist may only come in 1-3 days a month, but they go to both clinics depending on our need. If we give all of them 2 provnumbers then it becomes very complicated because the list becomes long. We have opted to only give each provider one number and this has not been a problem until the last account improvement. It is still workable it is just a little more difficult to see which proc the adj is attached to. The only reason I stated this post was because I saw you have on the list to fix this problem. Since this is already on the list to fix I thought if it was not to much more work you could see about simplifying the adjustment entry for those of us that would like to use the program as I think it was meant to be used (having adj attached to each proc). If this is too complicated to do at this time, we can wait. We are functioning as it is now.

The only other problem with only having one provnumber for each provider is in scheduling. Currently We just use block time to show which provider is working on which day. I see the improvement page has a fix for the operatory assignment. I keep a close eye on that list and have a beer every time I see this enhancement move up the list. I haven't had too many beers lately .

Cheers