Debit 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 Debit Account button (Add a charge).

    1. Click the  icon to select the Debit Code.

    2. Enter the Amount.

    3. Enter the Received Date.

    4. Enter in a Memo Line.

    5. Click the  icon to select the Provider you would like the debit to appear under for reporting purposes.

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

    7. Click Done.

  5. Click Save.