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 a Patient Receipt/Post Payment Manually

      Patient Receipt Creation If the Copay was not entered during the Check-in/Check-out workflow or if your Practice does not use the Calendar: Enter NR in the Navigation box (Go-Cuts) shortcut; Use the Post Payment link on the Patient Dashboard; Use the ...
    • 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 ...
    • Refund Escrow

      This article does not apply to Credit Card Payments, which do not have to be Posted to be refunded. Escrow cannot be refunded until the Escrow Receipt is posted in full to an Encounter (unless it is a Credit Card Payment). You can use any recent ...