Apply Credit Adjustment is used to process credit adjustments such as write-offs, professional courtesy adjustments, etc.
- Click the Apply Credit Adjustment button at the bottom of the screen.
Fill in the option 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.
Type 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).
These additional actions are found in the following sections. Manually posting patient payments, Applying EOBs & ERAs, Applying insurance payment only and Applying Credits.