Force Apply a Patient Payment that will Create a Credit

Force Apply a Patient Payment that will Create a Credit

Force Apply a Patient Payment 

If the Patient Payment Receipt amount is greater than the Patient Balance, it can be force Applied to an Encounter and will create a Patient Credit Balance.

  1. On the Post Patient & Collection Payments screen, choose All Services from the Show dropdown.


  1. Hold the Control key (CTRL) or Command key (CMD ⌘) on Mac while selecting the checkbox on the Encounter Line Item(s) where you want the Receipt posted.

    1. In the example below, 147.00 was selected first without using the Ctrl Key.
    2. The 39.00 checkbox was selected while holding the Ctrl Key.
      1. This created a negative Patient Balance of 14.00 on the 39.00 line.

  2. The credit posted will show in the New Balance column as a negative Patient balance.

  3. Total Escrow will now be 0.00.

  4. Select Save [F2].



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