Re-Apply Patient Credit

Re-Apply Patient Credit

How do I move or Re-Apply a patient credit?

This function is found on the encounter dashboard and  is used to move patient credit to different line, encounter or patient.  If there is any credit remaining after the re-apply, it will remain on the original Encounter.
  1. On the Encounter > Click [Re-Apply Patient Credit]
  2. On the Re-Apply Patient Credit page > First check the box next to the Credit amount to move the credit into Escrow
  3. Check the box(s) where you want to apply the Credit (removes the money from Escrow)
  4. [Save]

  • (A) Additional patient look up - Allows us to apply the credit to a patient without the same guarantor 
  • (B) To apply the credit to an encounter that has not yet been adjudicated by insurance, use the 'Show' drop down and choose 'All Services' 
  • (C) Filter to include other patient's who have the same guarantor 

The patient credit receipt:  

The system automatically creates a new PC, Patient Credit, receipt.  
This receipt contains transaction codes of PD, Patient Debit, this indicates which encounter the credit came FROM and  PCA, Patient Credit Applied,  which indicated which encounter(s) the credit is applied TO.  These report as adjustment codes.

In this screenshot we highlight the receipt on the history page to view encounter and DOS details.