Applying Credits to the patients accounts before sending out Statements will make sure the patient account is up to date!
Applying Credits from Total A/R Report
Click on the Reports icon and choose Collections. Click Total A/R. Choose the columns to show and for criteria choose Credits greater than zero and Patient Balance greater than zero. Run the Report.
- Clear Show All then check mark what you want to see
- Criteria mark the Patient Balance and Credits
- Mark Patient Balance greater than 0.00
- Credits greater than 0.00
- Run Report
- Patient Balance column will show you the patient balance. Patient balance = Bill To Patient, Status Billed to Patient and hold not checked.
- Credits column shows patient payments that have not been applied.
- Click on the wand to go to Enter Payment to apply Credits.
- Click on the ? to see the charges or payments attached to that amount.
You can also click on wand for the patient and Enter Payment
Click in the Selected box to apply Credit to those Balances. Once you have everything Selected you will click Apply Credit.
Click Apply Credit and then on Report you will click Criteria and Run Report again to Refresh the report with the credits that have been Applied.
Save Report
Check Mark to save report for just current user, Publish this report for all user of this database, Publish this report to all databases in Master group, Publish this report to all databases in this Alliance, and Publish this report o all HC databases.
