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