How do I Apply a Patient Credit from a Linked Patient?

1. Click the Ledger Tab

2. Click the "Display all of Responsible Party" checkbox

3. Locate the invoice you want to apply the credit > Click invoice number to open

Locate the invoice you want to apply the credit > Click on the Invoice # to open the invoice

4. Click Pay button

Scroll to the bottom of the Invoice details > Click the Make Payment button

5. Click the Patient Credit payment option

Click the Patient Credit payment option

6. Click the drop down for Source and select the linked patient

Click Save or Save & Add New

Click the drop down for Source and select the linked patient

7. The Available Credit Balance (from the linked patient) is displayed

  1. The amount populates the Payment/Refund field
  2. Click Save or Save & Add New
The Available Credit Balance (from the linked patient) is displayed