To reconcile Eaglesoft reports with the dashboards in Practice IQ, you need to set most of your adjustment types to "impact" Adjustments. Otherwise, these items will appear as negative production instead of adjustments.
Consequently, your write-offs will show as 0 in PbN, and you won't be able to analyze adjustments by type in PbN. Additionally, your Eaglesoft reports will often not match what you see in PBN.
Adjustments that should "impact" Adjustments include:
Insurance write-offs
In-House Membership Plans
Senior Citizen/Military Discounts
Professional Courtesy
Other discounts
The only adjustments that should "impact" Collections are:
Patient refunds
Insurance refunds
Returned checks (NSF/insufficient funds)
