Sometimes patients want to make a payment upfront and keep the money on their account to be able to use it for future payments. In this case you can use a credit functionality.
In this article you will learn how to:
Create a Credit on Patient Account
Credit is added to the patient's account by creating a payment and NOT linking it to any invoices.
You can create a payment from 2 places:
1. Financial -> Payments&Refunds
2. From the individual patient history
Create a new payment by clicking Payment in the individual patient history or New in Payments & Refunds.
Select a patient, identify the payment method, then verify the correct location and date.
Insert the payment amount and add a comment if needed.
Note: do NOT link the payment to any invoices! This would be done by selecting an invoice in the bottom half of the page.
Click Apply Payment.
If payment was successful, a success message will be displayed.
The credit is now visible in the individual patient history.
Use the Credit for Payments
To use credit to pay for a procedure or inventory item, choose the desired credit item under the gift card/credit column.
Click Apply Payment.
The payment will be deducted from patient's credit total.
Video
Content Timelines per Minute:
00:00 - 00:13 - Introduction
00:14 - 2:04 - Adding money to credit
2:05 - 3:13 - Using the credit for payments