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.
Connect to a Reference Batch before attempting to move the credit balance.
Re-Apply Credit Balances
- On the Encounter Dashboard, select the Re-Apply Patient Credit button.
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- Additional Patient Lookup: Allows you to apply the credit to a Patient that does not have the same Guarantor, such as spouses when they are their own Guarantor.
- Show:
- Services with a Balance: Displays all Encounter Line Items with a Patient Balance (Default). This does not show Encounters with Insurance Balances only.
- All Services: Displays all Encounter Line Items.
- Encounter Line Items with a Patient Balance
- Encounter Line Items with an Insurance Balance Only
- Encounter Line Items with no Balance.
- Include Additional Patients Under the Same Guarantor: Select the checkbox to include other Patients with this same Guarantor.
- On the Re-Apply Patient Credit screen, select the checkbox next to the credit (negative) amount which will move it to Escrow.
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- Select the checkbox on the line items where the credit balance is to be applied. This removes the money from Escrow to the selected line items.
- Select Save (F2).
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Force Apply a Patient Credit
- In Step 3 above, choose All Services.
- On the Line Item that has the Credit Balance, select the checkbox.
- The New Balance will be zero.
- On the zero Patient Balance Line Item where the credit is to be moved
- Hold the Ctrl key while selecting the checkbox.
- The New Balance will be negative.
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The System automatically creates a new Patient Credit (PC) Receipt.
- The Receipt contains the Patient Debit (PD) and Patient Credit Applied (PCA) transaction codes.
- PD shows the Encounter where the credit balance was.
- PCA shows the Encounter where the credit balance was applied.
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Example of Services with and without a Patient Balance
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Credit Management
Credit Management allows you to Re-Apply Patient Credits automatically to outstanding balances.
- Instead of using the Re-Apply Patient Credit function on the Encounter Dashboard for individual patients, this function allows you to Re-Apply Patient credits across all Patients/Guarantors in one step.
- Access to this feature is controlled by User Preferences.
Learn More