Remove a Patient's Credit Balance.

The way to remove a credit balance is dependent on if the credit has been refunded to the patient. 

Instructions

Credit Not Refunded 

1. Access Patients > search for and open a patient > Account > Credit History.
2. Highlight the credit with a single click.
3. Click 'Void Credit.'
4. In the Void Credit modal, input comments. 
5. 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.

1. Access Patients > search for and open a patient > Account.
2. Select either Payment History or Refund History.
3. Highlight the amount with a single click.
4. Click the appropriate 'Void Credit' or 'Void Refund' button.
5. Input comments and click 'Apply.'
6. Close the patient file. 
7. Open the patient file and complete the instructions above for "Credit not refunded."