Apply a Credit Adjustment while Posting a Payment

Apply Credit Adjustment is used to process credit adjustments such as write-offs, professional courtesy adjustments, etc. 

  1. Click the Apply Credit Adjustment button at the bottom of the screen.
  2. Fill in the option to specify this as a Patient or an Insurance credit adjustment

  3. Click the  icon to select the credit code.

  4. Enter the Credit Amount.

  5. Enter the Received date.

  6. Type a Memo.

  7. Click Done.

 These additional actions are found in the following sections. Manually posting patient payments, Applying EOBs & ERAs, Applying insurance payment only and Applying Credits.