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. 

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

  6. To update the Due To, use the drop-down menu to:

    1. For Insurance Credits: Select the payer the credit is due to or Select the patient to make this a patient credit.

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

  7. To update the credit memo, edit the text in Status / Memo column,

  8. Click Save.