Patient overpaid, how do I apply that credit?

likesalmon wrote on Monday, December 20, 2010:

A patient overpaid, and if I go to their invoice via Biling > EOBs > Invoice, it looks like this:

How do I apply this patient’s credit toward other charges?  It looks like I should be able to but I can’t figure it out.

sunsetsystems wrote on Monday, December 20, 2010:

If you mean you want to apply the credit to another encounter, you can use the Payment pop-up to enter a zero payment with a negative amount for one encounter and a corresponding positive amount for another.  That effectively transfers the amount.

Rod
www.sunsetsystems.com

zhhealthcare wrote on Tuesday, December 21, 2010:

Hi
he new payment system has all these options.  Did you try using that?

Sam

aethelwulffe wrote on Wednesday, December 22, 2010:

New payment system?  What?  In 4.0?  Is 4.0 operable/stable enough for deployment?  Is a database conversion ready for deployment also?

likesalmon wrote on Friday, December 31, 2010:

Thanks Rod! 

That worked great.  I hadn’t even discovered the Popups menu yet.  The popup I used was actually called “Prepay”.  Its very well laid out and nice to use.