Apply an Account Credit

Apply Account Credit is used to apply an account credit towards a specific line item. This  action can only be used when the patient has an account credit due to them.

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

  1. Click the Apply Account Credit button at the bottom of the screen.

  2. Use the Source drop-down menu to select where the credit(s) should come from.

  3. Use the Provider drop-down menu to select which provider the transfer should be reported for.

  4. Click the  icon to select the debit code.

  5. Enter the Credit  Amount.

  6. Type a Memo.

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