How to Apply a Patient Credit

This article will show you how to apply a credit to a patient's file

A Patient Credit will display on a patient's file when it has not been applied to a service or product.

If there is a credit on a patient's file and you are not sure where it may have come from, it may be due to the following:

• When completing a transaction, the payment exceeded the balance due.
• A payment allocation was removed from an invoice or product sale.
• You used the Add to Patient Credit button within the Billing tab of the Patient's File. Since this payment is not allocated to a service or product, it will automatically be added to the patient's credit.
  
  

If you need to apply that credit to a patient's appointment, this is easy to resolve! Just use the following steps:

STEP 1

• First, go to Patient File > Appointments, and click on the appointment.
  
  

STEP 2

• Once you've clicked on the appointment, this will take you to the Billing Info page. Click on the Apply Credit button:
  

STEP 3

• Finally, enter the amount due in Service and/or Product charges, then click Apply Credit:
  
  

Now you're all set! The Patient's credit has now been allocated. 

If you have any additional questions, please reach out to us. At support@unfiiedpractice.com.