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." See Example Note: Your practice can input any text into the Description field, however, it is our recommendation that it is consistent across your practice.
- Click 'Save.' See Example