Workflow for using an Unapplied Payment and an Invoice Credit
1. Verify patient's Credit Balance and Unapplied Payments
Top of Patient Details
Top of Patient Summary Tab
2. From the Invoice, Click Pay
Notice the Pay button is pink. this indicates there are Unapplied Payments or Patient Credits to apply.
3. Click Unapplied Payments
Notice the Unapplied Payment button is pink. This indicates there are Unapplied Payments or Patient Credits to apply.
4. Uprise will calculate the amount available to apply. You can change this dollar amount if you would like.
5. If there is not enough to cover the total Patient Balance > Click Save & Add New
6. Select payment details for remaining amount > Click Save
7. Invoice now shows a $0.00 balance. All Unapplied Payments have been applied.
