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.

2. Select the Resolvable Credits radio button.
3. 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.

4. Use the other Filter Criteria to narrow your results.
5. Click Search.

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

9. Enter a Receipt Note.
10. Click Save [F2].

    

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

Click the link for Re-Apply Credit Balances on the Encounter.

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

• 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. ...

• 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 ...

• Aging by Patient Report

  Aging by Patient Report The Aging by Patient Report can be used for outstanding Patient/Insurance balances, Patient/Insurance credits, and Escrow. This is similar to the Unresolved Claims Report and Interactive Aging. Patient Escrow is highlighted in ...

• Patient Copay/Account Payment from Appointment

  Patient Copay/Account Payment from Appointment The payment could be a Copay only or a combination of a Copay and Payment on Account. Patient Copay entered on the Appointment Screen Select the Appointment from the Calendar. On the Appointment screen, ...

• Receipt Management Report

  Receipt Management The Receipt Management Report is most commonly run by Post Date which will tie in to the Month End Reports. If run by a Received Date, the Report shows all money received for the Date Range chosen regardless of the Post Date. Use ...