Apply an Account Credit while Posting a Payment

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. Select Payment > Post.
  2. Enter the payment information for the Patient or Insurance Payment.

    1. Posting a Patient Payment? Select one of the two options:

      1. Apply Manually, or

      2. Apply Automatically and place a check in the Show Preview box.

    2. Posting an Insurance Payment? Select Apply as EOB.

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

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

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

  6. Click the  icon to select the debit code.

  7. Enter the Credit  Amount.

  8. Type a Memo.

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