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.
- Select Payment > Post.
Enter the payment information for the Patient or Insurance Payment.
Posting a Patient Payment? Select one of the two options:
Apply Manually, or
Apply Automatically and place a check in the Show Preview box.
Posting an Insurance Payment? Select Apply as EOB.
Click the Apply Account Credit button at the bottom of the screen.
Use the Source drop-down menu to select where the credit(s) should come from.
Use the Provider drop-down menu to select which provider the transfer should be reported for.
Click the icon to select the debit code.
Enter the Credit Amount.
Type a Memo.
Click Done, then click Done again to save the payment.