Changing allocate balances settings

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.

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 change allocate balances settings

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

The Allocate Credit Balances dialog box appears.

2.   Click the Setup button.

The Allocate Balances Settings dialog box appears.

3.   To change the - Credit Adjustment Type, select one of the following types from the list:

·        - Credit Adjustment

·        - Professional Courtesy

·        - Provider Credit Transfer

·        - Seniors Are Special

·        - Write-Off

4.   To change the + Charge Adjustment Type, select one of the following types from the list:

·        + Debit Adjustment

·        + NSF Charge

·        + NSF Cheque Returned

·        + Patient Refund

·        + Provider Debit Transfer

5.   Click OK.