Create an Unapplied Credit Amount at the Account Level
In this scenario, the mother of two children brings her daughter in for an encounter. When the patient checks out, the charge for the office encounter is pre-loaded for $65. The mother makes a payment of $80.
On the Payment Entry window, in the Payer field. select Patient.
In the Pay Amt field, enter the $80 payment and select Save.
A message appears notifying you that an unapplied credit amount will be created. This message appears because the payment of $80 is greater than the charge amount of $65, therefore there are no other charges for which the payment can be applied.
Apply the unapplied credit amount to the account.
In this scenario it is appropriate to apply the unapplied credit amount to the account because payment has already been made for the charge associated with the encounter. When you select Account, the unapplied credit amount is applied to the guarantor of the encounter's account.
The credit can then be used for this encounter if additional charges are added or any other encounter (even if it is not the same patient) falls under the account profile. For example, if the unapplied credit is left at the account level, it could be applied to the son's next check up.
The system defaults the overpayment as an adjustment, and you can choose to use it as a payment.
Create an Unapplied Credit Amount at the Account Level
