There are three methods of adding credits to patients.
1. New Credit Option
Use this option to give a patient, for example, a loyalty credit.
There is no Payment Type attached to this feature. You could enter a "Note" indicating the type of payment that was received.
You are able to backdate a payment using this option.
Go to the Home page . Selecting Accounting, Credits.
Select New Credit.
Enter the details for the credit and Save.
To view the credit, open the Patient profile.
Go to History, Credits.
Enter the Patients Name, select the Clinic, enter the Date and Amount of the credit and enter Notes if they apply then select "Review".
The next popup you can confirm the information entered then select "Post Payment".
To see the credit go to the Patients Profile>History>Credits tab.
2. Enter Payments Option
NOTE: Using this credit option you cannot backdate a payment but you can add a method of payment.
Go to Accounting, Billing section and select Enter Payments.
In the Accounting / Credits popup enter the details for the credit. This can be used for patient who are putting a deposit down for future treatments or services.
Select Patient or Insurance from the drop-down menu.
Enter the patient name, type of payment, amount etc. Select "Review".
To Post the payment to the patietn account select "Post Payments".
The pop up allows you to select "Post Payments" or "Add More Payments".
When selecting to Post Payments the amount entered will appear as a credit on the patient's profile under the History, Credit tab. Add More Payments - you can add additional payments for the patient.
The credit will appear :
- Under the Patients Profile, History, Credits tab.
- Reports, Payments Received.
- Reports, Day End in the Total section.
- Also in combination with the Day End Report go to Reports, Credits. Set the date range to match the Day End Report to see Credits and Payment Type for that day to balance the report.