Version 14.19
Overview
When patient payments are collected, they are entered into OP as credits.To apply an unallocated patient credit to a balance, you will first want to review the patient's credits:
- Navigate to the Patient Chart.
- Review the patient's credits by:
- Clicking Credits in the Window Navigation Panel.
- Clicking Summary in the Window Navigation Panel.
Apply a Credit to a Patient Balance
- Click Payments in the Window Navigation Panel.
- Click the New Payment button.
- Ensure you are on the Patient tab of the Add Payments/Adjustments window. The available credit amount is displayed below the insurance payer information.
- In the Payment Method dropdown, ensure PC Patient Credit is selected.
- In the Payment field, enter in the credit amount that should be applied to each claim line.
- Click the Save + Close button when complete.
Version 14.10
When there are unallocated credits to be applied to a patient charge, the end user should:
- Open the Patient Account.
- Search for the desired patient in the Patient Search field.
- Select the appropriate patient.
- Click on the Credits tab to view the outstanding credits on that individual's account.
- Click on Payments tab to allocate the unapplied monies to outstanding balances.
- Click on the +Payment button.
- Ensure you are on the Patient tab of the Add Payments/Adjustments window.
- Select the Payment Method to be Patient Credit (PC).
- Enter in the credit amount that you wish to apply for now in the Payment column and to which Date of Service that you wish to allocate the credit.
- Click the Save + Close button when complete.
- Close all active windows.