If you have unapplied credits (i.e. credit accepted from the patient but not yet applied toward a balance), you can apply the credit to a patient's balance.
Watch this simple video for a quick understanding.
Perform the steps below.
- Search for the patient using the Global Search Bar.
- Click on the Payment quick link.
OR
- Select the patient using the Global Search Bar.
- Click Billing > Payments on the Patient Overview page.
- Select the Manage Credits on the top, or click Apply Credits on the left side of the slide-out.
- Clicking on either of these options will take you to the same page.
- Select the receipt with unapplied credits that you want to use, then select the Procedure Code(s) from below you want to apply for the payment.
- Verify the dollar amounts to be applied toward each Procedure in the Payment Amt ($) column.
- Enter any discounts or adjustments by clicking the (+) in the Adjust column.
- Enter any necessary remarks by clicking the note icon in the Remarks column.
- Once you are finished, click the Apply payment button at the bottom right.
Practices can use this simple guide to apply unapplied patient credits to their balance, ensuring that payments are accurately allocated and financial records are up to date.