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.

View a Patient's Credit History

Version 14.19
  1. Click the Patient Account button .
  2. If needed, use the search box  to locate the patient
  3. Click the Credits tab.
  • The Credits will generally appear in chronological order, based on when the credit was entered into the system. The most recently entered credit will appear at the top of the list. Credits can be grouped together by clicking the Patient Credit column header, as can the Debits by clicking the Patient Debit column header. 
  1. Current credits will appear in blue until a daysheet is processed. Once a daysheet has been processed, the credit will appear in black and no longer be current.
  2. You can see in the Patient Credit column the credit amount collected for that date of service. The Patient Debit column shows when those credits were applied.
  3. Use the Receipt button  to print a receipt for a selected date of service or highlight all or specific dates to print a more inclusive payment history for the patient.

Version 14.10
  1. Click the Patient Account button .
  2. If needed, use the search box  to locate the patient
  3. Click the Credits tab.
  • The Credits will generally appear in chronological order, based on when the credit was entered into the system. The most recently entered credit will appear at the top of the list. Credits can be grouped together by clicking the Patient Credit column header, as can the Debits by clicking the Patient Debit column header. 
  1. Current credits will appear in blue until a daysheet is processed. Once a daysheet has been processed, the credit will appear in black and no longer be current.
  2. You can see in the Patient Credit column the credit amount collected for that date of service. The Patient Debit column shows when those credits were applied.
  3. Use the Receipt button  to print a receipt for a selected date of service or highlight all or specific dates to print a more inclusive payment history for the patient.