Edit Received Date, Credit Memo or Due To

  1. Select Patient > Manage Account.

  2. Use the Search field to search for the patient.

    Place a check in the “Include inactive patients” box to include inactive patients in your search results.

  3. Select the Patient.

  4. Under Account Credit Listing locate the Credit.

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

  5. To update the received date, click the icon and use the calendar to select a new date. 

  6. Use the Due To, use the drop-down menu while selecting the insurance or patient credit.

    1. Insurance Credits: Select the payer the credit is due to, or select patient to create a patient credit.

    2. Patient Credits: Select a payer this credit is for to make an insurance credit.

  7. Add/edit text in the Status / Memo column to update the credit memo.

    Want to maximize the use of your screen space? Collapse or un-collapse the Transaction Listing or Account Credit Listing windows by clicking theicon.

  8. Click Save.