Allocating credit balances

Occasionally, patients may have a credit balance that they need to apply to a procedure. You can allocate credit balances to specify which providers should receive part of an over-payment or a credit after procedures have been entered. You can also transfer patient or provider balances within a family without affecting the aging of the account. You can view and adjust family member and family account balances by provider without changing views in the Ledger. You can transfer balances from archived patients and inactivated providers.

Important: If you have enabled passwords, you must assign rights to the "Ledger Setup" security options to open the Allocate Balances Settings dialog box.

To learn more, click the following links:

·        Allocating credit balances automatically

·        Allocating credit balances manually

·        Changing allocate balances settings

·        Clearing changes to offsetting adjustments