Allocating credit balances automatically

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/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 easily transfer balances from archived patients and inactivated providers.

To allocate a credit balance

1.   With a patient selected in the Ledger, in the Transaction menu, click Allocate Credit Balances.

The Allocate Credit Balances dialog box appears.

2.   In the Provider Balances According to list, select one of the following:

·        Family Members – To calculate the provider’s balance according to each family member's balance.

·        Family Account – To calculate the provider’s balance according to the family balance.

3.   If a provider is not listed that you want to allocate to, click Add Provider.

The Select Provider dialog box appears.

4.   Select the appropriate provider, and click OK.

5.   Do one of the following:

·        Guarantor Estimate – Click to allocate a credit balance automatically according to the provider who has a balance as a guarantor estimate.

·        FIFO (First In First Out) – Click to allocate a credit balance automatically according to the oldest balance first.

6.   To post the adjustments to the Ledger, click OK/Post.