Credit an account

  1. Select Patient > Manage Account.

  2. 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.

  3. Select the Patient.

  4. Click the Credit Account button (Write off a charge).

    1. Select whether this is a Patient Credit or an Insurance Credit

    2. Click the  icon to select the Credit Code.

    3. Enter in the Amount.

    4. Enter the Received Date.

    5. Enter in a Memo Line.

    6. Click the  icon to select the Provider you would like the credit to appear under for reporting purposes.

    7. Select the Office from the drop-down menu you would like the credit to appear under for reporting purposes.

    8. Click Done.                                     

  5. Click Save.