Third Party Agency Adjustment Codes

Sometimes an agency does not pay the full amount expected. Use Adjustment Codes to either write off the remaining balance or transfer it to the family.

Getting There

1. From the Procare Home screen click Configuration > System.
2. Go to Accounting Management > Family Accounting > dbl-click Third Party Agency Adjustment Codes.

Adjustment Codes

1. To create a new code:

   1. Click the top (blank) line and enter a short name in the Adjust Code box like “Parent Transfer”, “Agcy Write Off”, etc.
   2. Assign it to a Credit Description like “Transfer to Private Payer” or “Agency Adjustment”.
   3. If this adjustment will be used to transfer fees to the family place a check in the Is Transfer box.
   4. Tap Enter (on your keyboard) a couple of times until a new blank line appears. Continue adding new adjustment codes as needed.

2. Use the Up & Down arrows to change the order if needed then click Save > Exit.