Credit Management

Credit Management allows you to automatically Re-Apply Credits to outstanding balances. Instead of using the Re-Apply Patient Credit function on the Encounter Dashboard for each individual Patient, this function allows you to Re-Apply Patient/Insurance credits across all Patients/Guarantors/Insurances in one step.

The Transactions Codes used in the Re-Apply Credits process are:

• PD: Patient Debit Adjustment applied to the encounter that has the credit balance
• PCA: Patient Credit Applied applied to the encounters that have a balance
  

Note: This feature does not work on an Encounter that has been Reversed for Modification.

Re-Apply Credits

1. From Admin on the left sidebar menu, select Patient Credit Management.

2. Select the Resolvable Credits radio button.
3. Credit Application: This filter allows you to determine if credits will be only moved between Encounters on a Patient, between Patients linked to the same Guarantor, or Insurances.

4. Use the other Filter Criteria to narrow your results.
5. Click Search.

6. Select the checkboxes of the Patients/Insurances to re-apply credits.
7. Select the expand symbol (+) to expand the Guarantor information to see their Encounter and Line level information (optional).
8. Select Re-Apply Credits.

9. Enter a Receipt Note.
10. Click Save [F2].

    

Move or Re-Apply a Patient Credit at the Encounter Level

Click the link for Re-Apply Credit Balances on the Encounter.

Learn More

Patient Credit Balance Report: Aging by Patient

Patient Refund

Re-Apply Patient Credit Balances

Aging by Patient Report

Force Apply a Patient Payment that will Create a Credit

Patient FAQs

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