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.