How do I make a payment adjustment?

From time-to-time, mistakes that need correction are made. The adjustment feature in Oasis allows you to add a debit or credit entry to a patient's account to fix such mistakes. However, there are two ways of fixing errors. For example, a payment to the wrong doctor is made by mistake. 

The first (and correct) way to fix this is to reverse out the payment made in error. Go to the patient's financial history, and select the payment made in error. Choose the Reverse Transaction option.

This will add a reversal transaction to the patient's record. Once reversed, apply a correct payment to the correct doctor. This will result in multiple entries in the banking – a credit to the wrong doctor, a debit to the wrong doctor and a credit to the correct doctor. If the banking was closed between the mistake and correction, the debit to the wrong doctor will be in the next banking, along with the credit to the correct doctor.

This method ensures the correct doctor is paid and the incorrect doctor is not paid. This is particularly important where the calculation of doctor's commissions rely on payments received.

The second (and incorrect) way is to use the adjustment entry screen to shift the credit from the wrong doctor to the correct doctor.

Using the above example, in the adjustment entry screen, enter a +35.00 transaction for doctor 0002 and a -35.00 transaction for doctor 0001. This will take the credit from doctor 0002 and give it to doctor 0001. However, as this has not gone through the payment screen, doctor 0002 would still get the commission for this transaction and doctor 0001 would miss out.