Apply an Insurance or Patient Credit

The Manage Account screen gives you a shortcut to apply any account credit. If an insurance company or patient makes a payment over the charge amount, or a payment not associated to a specific charge an  account credit will be created. This account credit can later be applied to an outstanding charge. 

In needed, reference our Apply Credits Help Article for more detailed instructions on how to apply account credits.

  1. Select Patient > Manage Account.

  2. Use the Search field to search for the patient.

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Under Account Credit Listing locate the Credit.

    Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

  5. Click the Apply Credit button.

    1. Apply the payment to one of the available charges using one of the two methods.

      1. Click the Apply Remaining link to automatically to the patient’s oldest outstanding charge.

      2. Locate a specific charge and enter the payment amount into the Apply Credit column. 

    2. Click Save Payment.

      Want to maximize the use of your screen space? Collapse or un-collapse the Transaction Listing or Account Credit Listing windows by clicking theicon.

  6. Click Save.