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

1. On the Encounter Dashboard, select the Re-Apply Patient Credit button.
   
2. 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.
3. 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.

4. Include Additional Patients Under the Same Guarantor: Select the checkbox to include other Patients with this same Guarantor.
5. On the Re-Apply Patient Credit screen, select the checkbox next to the credit (negative) amount which will move it to Escrow.

6. 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.
7. Select Save (F2).

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.

• Select Save [F2].

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.

Example of Services with and without a Patient Balance

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

Credit Management

Aging by Patient Report

Force Apply a Patient Payment that will Create a Credit

Patient Refunds

Patient FAQs