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's Credit Account

Version 14.19

About Patient’s Credit Account

Path: Clinical tab > Patient Chart button > Credits > New Credit or Refund button
Path: Practice Management tab > Patient Chart button > Credits > New Credit or Refund button
Path: Billing tab > Patient Chart button > Credits > New Credit or Refund button

The Patient's Credit account window enters both patient and insurance credits into the patient account. The Patient’s Credit Account window differs based upon the button selected in the Credit tab of the patient’s account.  Credits can be held in the account, transferred, or refunded.  Transfers can be set as a general transfer, family transfer or insurance transfer.  Refunds can be issued to the patient account, to the patient, or to the insurance. 

Patient’s Credit Account Map

Number
SectionDescription

1

Deposit tab (if New Credit button was clicked)The Deposit tab creates credit transactions against the patient account. 

2

Refund tab (if Refund button as clicked)The Refund tab creates refund transactions against the patient account.

3

Ledger tabThe Ledger tab maintains a record for all the credits that are linked to the patient account.

4

 Save/Post buttonThe Save/Post button saves and posts a credit or refund to the patient account.

5

Cancel buttonThe Cancel button exits the window without saving changes.
Version 14.10

About Patient’s Credit Account

Path: Smart Toolbar > Account button > Credits tab > + Credit (or + Refund) button

The Patient's Credit account window enters both patient and insurance credits into the patient account. The Patient’s Credit Account window differs based upon the button selected in the Credit tab of the patient’s account.  Credits can be held in the account, transferred, or refunded.  Transfers can be set as a general transfer, family transfer or insurance transfer.  Refunds can be issued to the patient account, to the patient, or to the insurance. 

Patient’s Credit Account Map

Number
SectionDescription

1

Deposit tab (if + Credits button was clicked)The Deposit tab creates credit transactions against the patient account. 

2

Refund tab (if + Refund button as clicked)The Refund tab creates refund transactions against the patient account.

3

Ledger tabThe Ledger tab maintains a record for all the credits that are linked to the patient account.

4

 Save/Post buttonThe Save/Post button saves and posts a credit or refund to the patient account.

5

Cancel buttonThe Cancel button exits the window without saving changes.