Patient Chart: Credits

Version 14.19

About Patient Chart: Credits

Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Credits

The Credits window displays an ordered list of patient and payer credits. You can post credits and refunds from this location.

Patient Chart: Credits Map

Number
SectionDescription

1

Credits button

The Credits button opens the Credits window in the Patient Chart.

2
New Credit buttonThe New Credit button opens the Patient's Credit Account window to enter a patient or insurance credit to the patient account.
3
Refund buttonThe Refund button opens the Patient's Credit Account window to refund a credit from the patient's account.
4
Delete buttonThe Delete button deletes a highlighted credit in the Credit grid.
5
Receipt buttonThe Receipt button prints a receipt of the selected patient credit.
6
Print buttonThe Print button prints the patient's entire patient credit list.  
7
Credits/Refund gridThe Credits/Refund grid displays an ordered list of patient and payer credits.
Version 14.10

About Patient Account: Credits Tab

Path: Smart Toolbar > Account button > Credits tab

The Patient Account window maintains a patient’s account. Some of the main functions that can be performed on a patient’s account include:

  • Enter a copay
  • Post a charge manually
  • Enter hospital charges
  • Verify claim accuracy
  • Post a patient payment
  • Issue a patient refund
  • Write an account note
  • View claim history
  • Print a CMS-1500
  • Print a statement

The Credits tab displays an ordered list of patient and payer credits. You can post credits and refunds from this location.

Patient Account: Credits Tab Map

Number
SectionDescription

1

Patient Account tabs

The Patient Account contains the following tabs:

2

ScopeThe Scope field narrows the parameters for the displayed information in the patient’s account.  Information can be displayed by patient or family.
3
+ Credit buttonThe + Credit button opens the Patient's Credit Account window to enter a patient or insurance credit to the patient account.
4
+ Refund buttonThe + Refund button opens the Patient's Credit Account window to refund a credit from the patient's account.
5
Delete buttonThe Delete button deletes a highlighted credit in the Credit grid.
6
Print buttonThe Print button prints a credit receipt for selected transactions.  
7
Credits/Refund gridThe Credits/Refund grid displays an ordered list of patient and payer credits.