The following instructions are to post a patient's credit balance from a previous system.
Instructions
- Access Patients > search for and open a patient > Account.
- Click 'Adhoc Credit.'
- In the Adhoc Credit modal, in the Credit Amount field, input the patient's credit.
- In the Description field, input "Credit Balance Forward From Previous EHR." Note: Each office can input a different message in the Description field, however, our recommendation is be consistent.
- Click 'Save.' See Example