This guide details the steps to add credits to a patient’s profile for use with future invoices. This feature is beneficial for processing refunds for patients who continue purchasing through your office or when you wish to provide free credits to your patients.
Methods to Add Credits
There are two primary methods to add credits to a patient’s account:
Through a Refund
Using the
+ New Credit Button(not attached to a particular invoice)
1. Adding Credits Through a Refund
This is the most common use case. Follow these steps:
Locate the Invoice: Find the invoice that requires a refund.
Initiate Refund: Click the three dots to the right of the invoice and select
Issue Refund.
Fill Refund Details: Complete the refund information as usual.
Issue as Credit: Check the
Issue as creditcheckbox. TheMethodwill automatically update toPatient Credit.
Enter Credit Amount: Input the desired credit amount (e.g., $50).
Save Refund: Click
Save Refund. This applies the refund to the invoice and returns you to the invoicing screen.
Viewing Available Credits
After issuing the credit:
Navigate to the
Credits Availablesection to view the newly created credit.Review all applied credits and the remaining balance.
2. Posting a Credit Without a Refund
To add credits not linked to a refund:
Access Patient Billing Screen: Click
+ New Credit.
Complete Required Fields:
Date of Credit Payment
Credit Payment By
Credit Payment Amount
Credit Payment Method
Optional Fields: Add a payment reference and description for tracking purposes.
Post Credit: Click
Post Creditto apply the credit to the patient’s account.
Applying Credits to an Invoice
Once credits are available:
Select Invoice: Click the three dots next to the invoice and choose
Patient Payment.
Choose Payment Method: Set the
Payment MethodtoPatient Credit. You'll notice that theAvailable Creditsare displayed towards the top of the form.Select Credit: Choose the credit from the
Selected Creditfield.Post Payment: Click
Post Payment.
After applying the credit, the patient’s available credit balance will update to reflect the applied amount.
Need Assistance?
If you have any questions or require additional support, please reach out to our help desk.