How to add Credits to Patients

2. Enter Payments Option

Step 1

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.

 

Step 2

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.

 

3) Using the Products & Services Option

 

a. Go to Settings>Products & Service>New Item.  Create an item called Credit with no Retail amount and Save.

b. Go To Billing Tab on the Home page.

c. Create a Quick invoice using the product called "Credit".

d. The Credit product has a price of $0.00, simply complete the transaction and Pay the invoice

this will create a $0.00 invoice for the credit and will appear on reports.

It will create the payment record for accounting and will create a Credit on the patients Account.