We are currently updating the OP Help Center content for the release of OP 14.19 or OP 19. OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Patient Chart: Credits

Version 14.19
The Patient Account window merged with the Patient Chart for easier convenience with the creation of OP 19. Since the Help Center supports both OP 14 and OP 19, the account functions within the patient chart for OP 19 will still be referenced at the same Help Center locations as OP 14.

About Patient Chart: Credits

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

The Patient Chart window also includes the 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 button 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.