Introduction to Menu Options: Adjust Visit Balance (Fusion Enterprise)

  Permissions! Clinic Staff must have Administrator, Billing Manager, Billing Assistant, Front Desk, or Operations Manager Permissions assigned in order to manage Transactions.

Fusion Enterprise understands that billing is a critical function of any practice. As such, we have ensured that you can run all of your practices billing through Fusion Enterprise and make it as easy as we can. This series of introductory articles will cover the important aspects of managing Transactions with Fusion Enterprise.

Adjusting the visit balance allows you, in one action, to adjust all charges for a given visit to a set amount.

The following dialog is used to accomplish this:

For example, assume a patient has a hardship, and you wanted to adjust his total balance for the visit to $25.00, and set the adjustment reason to Patient Hardship, and Fusion Enterprise would go through each line item and make the necessary adjustment so that the end balance was $25.00.