There are several places and instances where you can apply a credit. This document will cover those scenarios.
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.
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.
Available Credit Report
Applying a Credit After Charges have been entered
If you have taken a payment prior to a patients charges being entered and want to apply the credit later, you can do it this way.
Click on wand and then Enter Payment
Click in the Selected box to apply Credit to those Balances. Once you have everything Selected you will click Apply Credit.
Apply Credits at Charge Entry
Make sure to click Save on the bottom right.
Apply a Credit from the Patient Ledger
