Month End: Adjustments Breakdown
An updated version of the
The Adjustment Breakdown Month End report is a Data Table style report that displays a list of adjustments by Adjustment Code and Adjustment Code Description. It is useful for understanding why adjustments were made.
Note: This report is a static snapshot of your billing data taken when the month was closed. It is captured after all Month End procedures are completed in WebPT Billing. Any changes will be reflected in the next month's data.
|This report is located in the Month End Report section in Analytics. If you do not see the report listed here, ensure you have the necessary Analytics Access and User Role permissions.|
Run and Customize the Report
- You can filter which clinics appear in the report using the View Clinics by: drop-down menu and corresponding (…) menu button.
- Select the Month and Year.
- Export to Excel or CSV for further manipulation.
|Adjustment Code||Displays the adjustment code|
|Adjustment Code Description||The adjustment code description|
|Adjustments||The adjustment amount|