The process date for automatic adjustments is determined by options you have selected in the
Contract library. The process date is either the process date entered for the charge or the create date on the charge.
- Automatic Adjustments and Automatically Adjusted Charges- 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 the Contract library to automatically adjust charges, the process date on the automatic adjustment transaction is the same as the process date entered for the charge.
- Automatic Adjustments and Automatically Adjusted Charges- 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 the Contract library to make automatic adjustments based on family size and income. Then the process date on the automatic adjustment transaction is not the same as the process date entered for the charge. The process date on the sliding fee adjustment is the same as the create date on the charge.
