Credit Management

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.

  1. Select the Resolvable Credits radio button.
  2. 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.
  • Credits are always resolved in this order:
  • Encounter level: The System looks at the Encounter first to see if there are any lines on the Encounter with balances where the credit can be applied.
  • Patient Level: Next, the System looks at the Patient level to determine if there are any other Encounter balances where the credit can be applied.
  • Guarantor level: If Guarantor is selected for the Credit Application field, and after the Encounter and Patient credits are resolved, the remaining credits will be moved to Patients with that same Guarantor.
  1. Use the other Filter Criteria to narrow your results.
  2. Select Search.

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

  1. Enter a Receipt Note.
  2. Select Save [F2].

    


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


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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