Receiving and Applying Patient Payments Credits

Receiving patient payments 

1. To receive a payment, select the patient from the patient browser and pull down the patient menu 

2. Select receive payment and enter the amount received, payment method and check # (if check is selected). 

3. In the unpaid invoices section, select an invoice to apply the payment.

Receiving/applying patient payments 

1. In the patient sales history tab, right-click on an open sale allocated to a patient and select receive/apply payments. 

2. Do one of the following 

• If the patient previously applied a deposit on a sale, apply a payment/credit in the dialog box, select one of the unapplied payments listed in the panel, and choose "apply" if the patient had made a deposit for the sale. If you want to receive a new payment, click "new payment" in the dialog box. 
• Enter the amount received, payment method, and check # (if applicable) in the Receive payment dialog box. If you have chose "check" as the payment method, provide the check number. Finally, click on the "save" button.

Issuing patient credits 

1. To issue a credit to a patient, do one of the following: 

• Open the patient file 
• Click the patient drop-down menu, and select issue credit

2. In the issue credit box, enter a credit amount and reason as well as an income and expense account. You may select a provider if desired and select save. 

Applying patient credits 

1. Open the patient file and click on the sales history tab

2. Right-click on the open sale and select apply credit 

3. In the unapplied credits dialog box, select one of the credits and click apply