Debit an Account

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