Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

OP Insights: Patient Credits

Version 14.19

Overview

In this section you will learn about the Patient Credits area within the Billing Overview tab.

Billing Center: Overview

Collected but not Applied to Charges

  • What is this?
  • A sum of patient credits that have not been applied to charges.
  • Keeping it Healthy
  • Ensure that patient credits are applied daily.
  • Ensure that your workflow includes using patient credit at the time of posting insurance remittances.
  • Once a month, review the patient credit accounts against outstanding balances.
  • For More Information
  • On a daily basis, the Billing Transaction Analysis Patient Credit Tab can show you the patient credits that have been collected and the patient credits that have been applied.  
  • Prior to creating a statement batch, you can run the “Patient Credit Account Summary Family” report in OP Reports to post any available credits that have not been applied to outstanding balance.

If an office does have outstanding credits that need to be applied to patient charges please see the next section: Applying Patient Credits.

Version 14.10

Overview

In this section you will learn about the Patient Credits area within the Billing Overview tab.

Billing Center: Overview

Collected but not Applied to Charges

  • What is this?
  • A sum of patient credits that have not been applied to charges.
  • Keeping it Healthy
  • Ensure that patient credits are applied daily.
  • Ensure that your workflow includes using patient credit at the time of posting insurance remittances.
  • Once a month, review the patient credit accounts against outstanding balances.
  • For More Information
  • On a daily basis, the Billing Transaction Analysis Patient Credit Tab can show you the patient credits that have been collected and the patient credits that have been applied.  
  • Prior to creating a statement batch, you can run the “Patient Credit Account Summary Family” report in OP Reports to post any available credits that have not been applied to outstanding balance.

If an office does have outstanding credits that need to be applied to patient charges please see the next section: Applying Patient Credits.