Entering a Patient Credit
Use Add Credit to quickly enter a patient payment. For example, if you prefer to take the patient copay at the time of check-in, before an order has been created.
For information on entering patient credits using the credit card integration with Worldpay, see Entering a Patient Credit Using Worldpay
- On the left side of the Demographics screen, click Material Orders.
- Under Credit, click Add Credit.
- Select the Payment Type.
- Enter the Payment Amount.
- Click OK.
The Miscellaneous Payment record opens in a new window.
- Click Print to print the record.
The amount is added to the patient credit total displayed in Material Orders and Demographics, and the payment is shown on the Transactions tab as a Miscellaneous (Patient Payment) type transaction.