You can create an unapplied encounter credit when the amount in the Payment field is greater than the amount in the transaction detail for a patient-pay transaction. You can process an encounter unapplied credit in a batch on the Unapplied Encounter Credits window.
You can limit the number of encounters to process in the batch by selecting
Unapplied credit encounter limit in the
Transactions tab on the
Practice Preferences window. The default numeric value is 100. You can select any numeric value from 1 to 1000.
Note: When the number of encounters in the Unapplied Encounter Credits window equals the process limit, a message appears indicating that the query is truncated based on your unapplied credit encounter limit set in the practice preferences. You can run the process again for additional transactions in a separate batch.
You can also configure the BBP process to post balanced batches. If you select
Post BBP before selecting
Process in the
Unapplied Encounter Credits window, it creates the unapplied batch as a BBP batch, and you can view
Auto Unapplied Batch in the
Batch Posting window.
Note: The encounter date range filter is mapped to the encounter date and not the transaction closing date. The total unapplied amount for the listed encounters in the Unapplied Encounter Credits window does not balance to the unapplied amounts by account, invoice, and encounter report because the date filters are different. Encounter balance does not reflect encounters with unposted transactions.
