A Debit Account Batch Action is a convenient way to add fees or surcharges to multiple patients at a group level.
For example; this option can be used to add a late fee to patients that have outstanding balances that are over 60 days old. Using the Debit Account option, you can easily apply the late fee to a group of patients that meet the specified criteria at once.
Who can use this feature?
Users with the Debit/Credit permission can apply debit codes with in the A/R screen.
Select Patient > A/R Control.
Enter your Search Criteria or Load a Search Filter.
Click the Charge Status drop-down menu and select your status and filters.
- Click
. The search results page will display patients who match your search terms.
Place a checkmark next to the patient(s) you want to include in a specific batch action.
Click
and select Debit Account.Select the Debit Code using the search field.
Enter the debit amount.
- Select the Provider using the search field.
Optional: Populate the Received Date field for the debit.
Optional: Choose an Office Location from the drop-down menu.
Click Done.
.
and select Debit Account.