You can apply a Credit Adjustment to a specific procedure transaction within the manage account screen. Credit adjustments could be used to correct a prior entry error, to provide a credit of the balance for a provider’s family member, or if a patient or insurance overpaid or were overbilled.
Select Patient > Manage Account.
Use the Search field to search through your patients or insured.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.
Select the Patient.
Under Transaction Listing locate the DOS the procedure is under and click the expand arrow.
Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.
Select the Procedure Code.
Click the Apply Credit Adjustment button.
Fill in the button to specify this as a Patient or an Insurance credit adjustment.
Click the icon to select the credit code.
Enter the Credit Amount.
Enter the Received date.
Enter a Memo
If this is a credit adjustment for a charge assigned to a collection agency, a pop up will ask if the payment is from the (collection agency name).