Adjustment Journal

With the Adjustment Journal function, you can print a report listing all the adjustments entered into CGM webPRACTICE during a specified range of dates.

This report can be used to generate a DMS List. To activate this function, add the report to the DMS Report Integration function located on the System, Database Maintenance Menu. This report can also be printed from the Transaction Journals menu located on the Reports menu.



Data Field Information
Prompt Response Req Len
Print in Date Order If you want to print the report in date order, select this check box. If you select multiple sorting options, a separate report is generated for each option.   1
Print in Code Order If you want to print the report in adjustment code order, select this check box. If you select multiple sorting options, a separate report is generated for each option.   1
Print in User Order If you want to print the report in user order, select this check box. If you select multiple sorting options, a separate report is generated for each option.   1
Print in Doctor Order If you want to print the report in doctor order, select this check box. If you select multiple sorting options, a separate report is generated for each option.   1
Print in Location Order If you want to print the report in location order, select this check box. If you select multiple sorting options, a separate report is generated for each option.   1
Print in Type Order If you want to print the report in type of service order, select this check box. If you select multiple sorting options, a separate report is generated for each option.   1
Print By Select Accounting Date to include transactions based on their accounting date, or select Service Date to include transactions based on their date of service. The header on the printed report reflects the option selected.    
Print from Date Type the date you want the report to start with or click the calendar icon to select a date.   10
Print Through Date Type the date you want the report to end with or click the calendar icon to select a date.   10
Batch Number

Type the code you want or click the magnifying glass to search a list of every 'unlocked' batch. You can also create a new batch by typing in a batch number that does not exist and you will be asked if you want to create it.

   17
Default Last Batch

If you want the last batch number (used by the current user, in the current database, for the current date) to default, select this check box.

 
If you select this check box while in any function in the system that contains a Batch Number field and then you access a different function that contains a Batch Number field, the Batch Number field will automatically default the last batch number used.
   
Summary Only If you only want to print a summary, select this check box.   1

Sample Report

The report header reads Posted Adjustments Journal and reflects the date range and whether it covers Accounting Date or Service Date based on the Print By option selected.

If Summary Only is not selected, the information included on this report is: the guarantor number (ID#) and name, accounting date (Acct Date), Adjustment Code, adjustment Amount, the Unapplied Amount remaining (if any), and an Item Adjusted section that lists each transaction the adjustment was applied to (Date, Code, Description, DR, LC, and the Amount of the adjustment applied against each transaction). Any Report Comments contained in the patient's billing information record print beneath the guarantor's name. Subtotals labeled Total Adjustments for [date] print after each grouping, followed by a Grand total of Adjustments at the end of the report.

If Summary Only is selected, the report prints totals for the sort option selected.