Apply Account Credit to a Claim


Who can use this feature?

Users with the Patient Payment permission can post patient payments within the Claim section. 


Follow the steps below to apply a credit. 

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim. 

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  1. Open the claim.

  2. Click on the Payment tab from the side panel.

  3. Fill in the button for Apply Account Credit to Claim.

    1. The Credit Available will display.

    2. Populate the Applied Amount field with the amount of credit to apply. 

    3. Select the Received Date.

    4. The Memo field is defaulted to Apply Account Credit. If necessary, update the memo per your business needs.

  4. Click Save.


Post New Payment to Claim

Follow the steps below to add patient payments to a claim.

  1. Select Claim > Claim.

  2. Use the Search field to search for your claim. 

    Place a check in the “Show exact matches only” box to search for exact matches or “Show unpaid claims only” to show claims that may need follow-up.

  3. Open the claim.

  4. Click on the Payment tab from the side panel.

  5. Fill in the button for Post New Payment to Claim.

  6. Enter the Payment Amount.

  7. Populate the Payment Received Date.

  8. If applicable, enter the Check #.

  9. Fill in the button: Copay or Payment.

  10. Fill in the button Source: Check, Cash or Credit Card.

  11. Update the Memo field as needed.

  12. Click Save.