Process Date for Automatic Adjustments

If the charge Process Date is overridden during charge posting and there is a Contract linked to the patient’s insurance that is set up in File Maintenance to Automatically Adjust Charges, the process date on the automatic adjustment will be the same as the process date entered for the charge.

If the charge Process Date is overridden during charge posting and there is a Sliding Fee Schedule linked to the patient that is set up in File Maintenance to make automatic adjustments based on family size and income, the process date on the automatic adjustment will be the same as the process date entered for the charge.

If the charge Process Date is overridden during charge posting and there is a Charge Discount Adjustment applied to the line item or encounter, the process date on the adjustment transaction will be the same as the process date entered for the charge.

For all automatic adjustments listed above, if the Process Date on the charge is modified after the adjustment has been applied and before the end of day process, the process date on the adjustment does not change, causing the process date for the charge and the process date for the adjustment to be different dates.