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].



    • Related Articles

    • Re-Apply Patient Credit Balances

      Re-Apply Patient Credit Balances This function is on the Encounter Dashboard and is used to move a Patient credit to a different Line, Encounter, or Patient. If there is a credit remaining after re-applying, it will remain on the original Encounter. ...
    • Create and Post a Patient Receipt/Payment Manually

      Create a Patient Receipt Manually If the Copay was not entered during the Check-in/Check-out workflow, or if your Practice does not use the Calendar, there are several ways to create a Patient Receipt. Enter NR in the Navigation box (Go-Cuts) ...
    • Apply Payments from a Receipt with Escrow Amounts

      Apply Payments from a Receipt with Escrow Amounts There are several ways to apply receipts with escrow amounts. Before posting, attach to the original Reference Batch if it is not in a closed period. If the period is closed, create a new Reference ...
    • 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 ...
    • Post a Pre-Payment

      This workflow is for groups who choose not to leave Receipts in Escrow for prepaid services. This process works well for paying providers before services are rendered. Create an Incomplete Charge On the Post Charge screen, select Self-Pay from the ...