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.
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