Select Patient > Manage Account.
Use the Search field to search through your patients or insured.
Place a check in the “Include inactive patients” box to include inactive patients in your search results.
Select the Patient.
Click the Credit Account button (Write off a charge).
Select whether this is a Patient Credit or an Insurance Credit.
Click the icon to select the Credit Code.
Enter in the Amount.
Enter the Received Date.
Enter in a Memo Line.
Click the icon to select the Provider you would like the credit to appear under for reporting purposes.
Select the Office from the drop-down menu you would like the credit to appear under for reporting purposes.