Credit Management

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

Re-Apply Credits

  1. From Admin on the left sidebar menu, select Patient Credit Management.

  1. Select the Resolvable Credits radio button.
  2. 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.
  1. Use the other Filter Criteria to narrow your results.
  2. Click Search.

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

  1. Enter a Receipt Note.
  2. 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


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