Apply an Account Credit while Posting a Payment

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

  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.

These additional actions are found in the following sections. Manually posting patient payments, Applying EOBs & ERAs, Applying insurance payment only and Applying Credits.