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.
On the Post Patient & Collection Payments screen, choose All Services from the Show dropdown.
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.
- In the example below, 147.00 was selected first without using the Ctrl Key.
- The 39.00 checkbox was selected while holding the Ctrl Key.
- This created a negative Patient Balance of 14.00 on the 39.00 line.
The credit posted will show in the New Balance column as a negative Patient balance.
Total Escrow will now be 0.00.
Select Save [F2].
