- Select Patient > Manage Account. 
- Use the Search field to search through your patients or insured. 
- Select the Patient. 
- Within the Account Credit Listing window, locate and expand Credits Due Patient > Unapplied Copay Account Credits section. 
- Locate the Credit and verify the DOS. 
- Optional: Click the  icon to update the DOS. icon to update the DOS.
 icon to update the DOS.
 icon to update the DOS.