The way to remove a credit balance is dependent on if the credit has been refunded to the patient.
Instructions
Credit Not Refunded
- Access Patients > search for and open a patient > Account > Credit History.
- Click the void credit icon.
- In the Void Credit modal, input comments.
- Click 'Apply.'
Credit Refunded
When a credit has been refunded or used to pay an invoice, the credit payment or refund must be voided before voiding the credit.
- Access Patients > search for and open a patient > Account > Refund History.
- Click the void credit icon.
- In the Void Refund modal, input comments and click 'Apply.'
- Close the patient file.
- Open the patient file and complete the instructions above for "Credit not refunded."