You can apply an Account Credit to a specific procedure transaction within the manage account screen. Any outstanding account credits for the patients are shown in a separate table. The credits will be grouped under due patient and due insurance. Account credits are created when the patient or the insurance company makes a payment to the account and not to a specific procedure charge. This typically occurs when a payment is made before a claim has been created. If the patient does not have any outstanding account credits, this table will not be displayed.
Select Patient > Manage Account.
Use the Search field to search through your patients or insured.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.
Select the Patient.
Under Transaction Listing locate the DOS the procedure is under and click the expand arrow.
Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.
Select the Procedure Code.
Click the Apply Account Credit button.
Use the Source drop-down menu to select where the credit should come from.
Use the Provider drop-down menu to select which provider that transfer should be reported for.
Enter the Credit Amount that should be applied.
Enter a Memo.