---
title: "How to add an adjustment to a generated HCP statement?"
description: "After you submit your statements data, Medicare may respond with a list of adjustments to be made to previous statements. To add these adjustments, visit Participants → HCP Funding → Adjustments. Medicare Adjustments are added on a per-month basis."
canonical_url: "https://support.caremaster.com.au/articles/how-to-add-an-adjustment-to-a-generated-hcp-statement-w9O9zFSYrW"
md_url: "https://support.caremaster.com.au/articles/how-to-add-an-adjustment-to-a-generated-hcp-statement-w9O9zFSYrW.md"
---
# How to add an adjustment to a generated HCP statement?

After you submit your statements data, Medicare may respond with a list of adjustments to be made to previous statements. To add these adjustments, visit Participants → HCP Funding → Adjustments. Medicare Adjustments are added on a per-month basis.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51117133546/original/DHI8J46jw7ceDr0Jp2sS0Wbrw6ZqNxutpQ.png?1692049149)

Select the month you want to update:

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51117133706/original/PSe3itpald08MyJG499ZstpS1pwKljn7jg.png?1692049245)

When editing or creating adjustments for a month, you will see a list of Clients that have been [prepared for HCP statements](https://support.caremaster.com.au/articles/how-to-generate-a-hcp-statement-for-a-client-1LQ3noX8Uq) or that have a pre-existing adjustment in the period you are editing, along with any adjustments already added for that month. For each Client, you can click  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51033772803/original/FwFcegYr2taUqw3itBC5UZDbQJtBlzZwZw.png?1638770025)to add a new adjustment, or  ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51033772842/original/65ZSMsGZkNJ-DPitnkuDc6LyneOzl3aubg.png?1638770051) next to any adjustments you want to remove.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51033774958/original/XoEek80u5cziuK5aUDjgfLPqVpN-qriq5A.png?1638770891)

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51128782769/original/h-sz6cOx2FI8Lk8Zi9eg3RBIGQiA9XQP0A.png?1698716721)

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51128787352/original/QK1uituGxKYIg6FJxPv4kmM8YDOh3bCjOA.png?1698717568)

Once you are happy all adjustments have been added, click on Save Adjustments at the top of the page.

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51128783377/original/iObXsrIfCipSbMhNVP1xQkzmT3HxkpHZ5Q.png?1698716828)

There are many types of Adjustments available

* Basic daily subsidy - for adjusting the basic daily amount the Client receives
* Supplement adjustment - for adjusting the value of the selected supplements
* Balance Reconciliation adjustments - Used to reconcile Participant balance amounts, such as when transferring their balance from a previous provider.
* Adjustments for Missing or Incorrect Charges - Used when a Participant was over- or under-charged in a previous statement period.

You can create your own adjustment reasons by going to Data → Participant Data → HCP Funding Package Adjustment Reasons

 ![](https://s3-ap-southeast-2.amazonaws.com/aus-cdn.freshdesk.com/data/helpdesk/attachments/production/51128786383/original/0dBiY7FxIxd6NdUk8xPZD8FnIhzCxdzs_w.png?1698717375)

Items

Items for which there exists an adjustment will show on the Client's statement at 0 days. The adjustment row will then be added using the adjusted rate. Additionally, any adjusted items subject to a reduction due to Client leave will be calculated using the adjusted value.

\*\*Example:

A statement is generated in June for a Client, having\*\*

* **A basic daily subsidy of $10**
* **Approved leave overlapping with the statement period, with 5 days at the reduced subsidy rate**
* **A basic daily subsidy adjustment of $20**

\
\*\*In addition to any other applicable rows on the statement, it will show\*\*

* **A row for the basic daily subsidy, having**
  * **A quantity of 0 days**
  * **A rate of $10**
* **A row for the adjusted daily subsidy amount, having**
  * **A quantity of 25 days**
  * **A rate of $20**
  * **A description with Adjustment June**
* **A row for the leave adjusted daily subsidy amount, having**
  * **A quantity of 5 days**
  * **A rate of 25% of the adjusted rate, equaling $5**
  * **A description ending with Leave reduction, Adjustment June**

#### Supplement Adjustments

Supplement adjustments must be unique - each Client can only have one Supplement adjustment per supplement type in any month.

#### Manual Adjustments

Manual adjustments are a total adjustment amount, applied in one lump sum to the statement, and can be negative or positive.

For example, if you made a mistake when charging a Client for an item purchased for them under their plan, you could add a manual adjustment with a positive value to increase their package balance by that amount

If you made a mistake and under-charged a Client for an item purchased for them under their plan, you could add a manual adjustment with a *negative* value to reduce their package balance by that amount

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