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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 in the patient chart.
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In this section, you will learn about the Patient Credits area within the Overview > Billing Performance tab.
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The Credits section of the patient chart lists patient and insurance credits and debits that have been entered into OP.
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Family credits can easily be transferred among siblings that are financially linked using the transfer method of Family Transfer.
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To issue a refund, the amount to be refunded (e.g., overpayment, erroneous patient payment) MUST first be entered as a credit in the patient's account.
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Use this report to view credits that were credited and debited from patient credit accounts for a specified period.
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It is recommended to pull a Patient Credit Report and apply available patient credits to balances prior to sending statements.
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