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Adding Credit to a Patient's Account

Nick
  • Updated

Occasionally, you may want to add a credit to a Patient's account for them to use later.

How to Add a Credit

Follow these steps to add a credit to a patient's account:

  1. Click on the Patient's name.
  2. Click on the Billing tab.
  3. Click the Add Payment button.
  4. If there are any unpaid invoices, uncheck them and click Next: Payment Method. If there are no outstanding invoices, click Next: Add Credit.
  5. Click Add Payment Method and select the payment method.
  6. Enter the Amount of Credit to be applied.
  7. Click Pay.

Additional Payment Toward Account Credit

When a Patient overpays for their service and would like to add the remainder amount to credit.

  1. Open Invoice.
  2. Click Pay button.
  3. Select Add Payment Method button and select the payment method.
  4. Under payment method listed, input how much the Patient is giving you in the Amount section.
  5. Click Pay.

Important Note: At the bottom of the invoice, you will see the amount going to the invoice and how much is going into the patient account credit. 

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Comments

4 comments

Date Votes
  • Robyn King

    This method doesn't work. I've tried to add credit 3 times, it comes up but it doesn't allow me to enter the amount or apply credit. 

    2
  • Yris San Gabriel

    This method does not work. There is no field to add an amount to credit the account. Please fix. Thanks!

    2
  • Nick

    Yris,

    I will create a ticket to get more information.

    Thanks

     

    1
  • Allison

    I've been able to add credit in the past with no issues, but lately I keep getting an error message stating "the amount of credit being used to pay has exceeded the credit available". Please help!

     

    0

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