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. For more information on debit codes see the Adjustment Codes Help Page.

Follow the steps below to apply a credit adjustment while posting a payment.

  1. Select Payment > Post.
  2. Enter the payment information for the Patient or Insurance Payment.

    1. Posting a Patient Payment? Select one of the two options:

      1. Apply Manually, or

      2. Apply Automatically and place a check in the Show Preview box.

    2. Posting an Insurance Payment? Select Apply as EOB.

  3. Click the Apply Credit Adjustment button at the bottom of the screen.

  4. Fill in the option to specify this as a Patient or an Insurance credit adjustment

  5. Click the  icon to select the credit code.

  6. Enter the Credit Amount.

  7. Enter the Received date.

  8. Type a Memo.

  9. Click Done, then click Done again to save the payment.