> ## Documentation Index > Fetch the complete documentation index at: https://docs.athelas.com/llms.txt > Use this file to discover all available pages before exploring further. # Provider Adjustments ## Overview **Provider adjustments** are the provider-level dollar amounts a payer reports on a remittance rather than against a single claim line — overpayment recoveries, forwarding balances, interest owed, and small-balance write-offs. Every provider adjustment arrives on the **PLB (Provider-Level Balance)** segment of the 835 electronic remittance advice (ERA), carrying a reason code and an amount. Most of these amounts belong at the check level, but some tie back to a specific claim. The **Provider Adjustments** tab on a check gives your billing team the tools to sort that out: post an adjustment to the check or to a claim, one at a time or in bulk; archive the ones that should never post; reallocate a posted adjustment across claims; and move a claim-linked adjustment back to the check. This page covers the actions on that tab. The tab sits inside a wider reconciliation workflow, documented in [Remittances](/insights_biller/general_billing/remittances). To review posted adjustments across every check in a period, see the [Provider Adjustments Report](/insights_biller/reports/provider_adjustments_report). ## Where to find provider adjustments The Provider Adjustments table is scoped to **one check**: 1. Go to **Insights → Daily Operations → Remittances**. 2. Open the **Checks** tab. 3. Click a check to open its detail panel. 4. Select the **Provider Adjustments** tab. The tab label carries a count, so you can see how many adjustments a check has before opening the tab. The **Provider Adj. Amount** field in the panel header is the roll-up for that check. A check detail panel with the Provider Adjustments tab selected, showing that check's adjustments table below ## Posting statuses and posting levels Two columns drive everything on this tab: **Posting Status** and **Posted To**. **Posting Status** sets the badge on the row and which actions the row offers: | **Status** | **What it means** | | :---------------- | :------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Unposted** | The starting state. The adjustment is pending and has not been posted. | | **Manual review** | Insights could not post the adjustment confidently — most often because the insurance company on the ERA does not match the insurance on the claim — so someone needs to review the adjustment and post it by hand. | | **Archived** | The adjustment will not be posted, and the row offers no action other than unarchiving. | | **Posted** | The adjustment has been posted, either to a claim or at the check level. | **Posted To** records the level a posted adjustment landed at: * **Check** — recorded against the check and not tied to any claim. * **Claim** — tied to a specific claim, shown as a link to that claim. The Posting Status and Posted To columns side by side, with rows reading Posted to Check, Archived, Unposted, and Posted to a linked claim Each row also carries the adjustment's **ID** and **Identifier**, the payer's **Code** and **Reason** as they arrived on the ERA (for example `WO - Overpayment Recovery` or `L6 - Interest Owed`), and the **Amount**. Use **Filter** and **Sort** above the table to narrow a long list. ## Post adjustments to a check or a claim Posting takes an unposted adjustment and records it against a claim or at the check level. The flow is the same for one adjustment or for many — only the number of rows changes. * **Post one:** click the **Post** icon in the row's **Actions** column. * **Post several:** select the rows you want, then click **Post** in the toolbar above the table. Only unposted, non-archived rows are selectable. Either route opens the same **Post Provider Adjustments** wizard, whose subtitle reports how many adjustments came into the flow. The Post Provider Adjustments wizard on step one, Choose posting level, with a Claim or Check dropdown beside each selected adjustment The wizard has four steps: 1. **Choose posting level.** For each adjustment, pick **Claim** or **Check**. Adjustments that Insights already recognized as claim-related default to **Claim** and show the linked claim underneath; everything else defaults to **Check**. 2. **Select claims.** This step appears only when at least one adjustment is set to **Claim**. Pick the claim to post each claim-level adjustment against. **Continue** stays unavailable until every claim-level row has a claim. 3. **Notes.** Enter a note explaining the posting. The note is required. 4. **Review.** Read the summary of what is about to post, then confirm. ## Archive and unarchive adjustments Not every adjustment needs to post. **Archiving** marks an unposted adjustment as finalized without posting it, which drops the row out of your active work. **Unarchiving** returns an archived adjustment to **Unposted**, putting the row back into the workflow. Both actions live in the row's **Actions** column: unposted rows offer an archive icon, and archived rows offer an unarchive icon. The Provider Adjustments table with an unarchive icon in the Actions column of the archived row ## Reallocate a posted adjustment across claims Reallocation redistributes an **already posted** adjustment across one or more claims. Reach for reallocation when an adjustment went to the wrong claim, or when a single adjustment really belongs to several. Reallocation works on **any** posted adjustment, check-level ones included: a check-level adjustment can still be reallocated onto claims. Open the modal from the **Reallocate to claims** icon on a posted row. Hovering the Actions column of a posted row reveals a Reallocate to claims tooltip The modal opens with a single allocation row holding the full adjustment amount. From there you can: * Search for and select a claim for the row, using the same claim search the posting wizard uses. * Enter an amount for the row. * Click **Add claim** to split the adjustment across more rows. ## Move a claim-linked adjustment back to the check **Move back to check level** is the inverse of claim-level posting: the action takes a posted, claim-linked adjustment off its claims and records the amount at the check level instead. Insights reverses the claim-level postings and records a single check-level posting in their place. The action appears on claim-linked posted rows only. Hovering a claim-linked posted row reveals a Move back to check level tooltip ## How claim matching and claim search work Many adjustment identifiers already carry a patient control number. When an identifier does, the adjustment defaults to claim-level posting and Insights matches the adjustment to a claim for you. When the identifier has no control number, or the suggested match is wrong, find the claim yourself. You can search by patient, date of service, encounter, claim, or ARC number. Results are paged, and each result names the patient and the date of service so you can tell similar claims apart. The Select claims step of the wizard with a patient search returning claims labeled by patient name and date of service ### FAQ Insights could not post the adjustment confidently. The most common cause is a mismatch between the insurance company on the ERA and the insurance on the claim. Review the adjustment, decide whether the amount belongs to the check or to a claim, then post the adjustment through the **Post Provider Adjustments** wizard. Yes. **Reallocate to claims** works on any posted adjustment, check-level ones included, and one adjustment can be split across several claims in the same modal. The adjustment returns to **Unposted** and the post and archive actions become available again. Archiving is not permanent. The Provider Adjustments tab is scoped to a single check. For a period-level view grouped by payer and reason code, run the [Provider Adjustments Report](/insights_biller/reports/provider_adjustments_report). To tie provider adjustments back to cash in the bank, cross-check that report against the [Bank Deposit Reconciliation Report](/insights_biller/reports/bank_deposit_reconciliation_report).