How to Add or Deduct Patient Credit

Your team may need to add or deduct credit from a patient's account for several reasons. Managing credits is a useful way to handle refunds, correct billing errors, or offer a gesture of goodwill to resolve an issue. This guide explains how to add credit to a patient's profile for future use or debit from their account.

To proceed, follow these steps:

1. From the EMR portal, navigate to the Patients section on the main menu.

2. Find the patient you need and click on their name or last name to open their profile.

3. Select the CREDITS tab to view their credit history.

4. Click the + Update Credits button.

5. In the Update Credits window, complete the following fields:

   • Adjustment Type: Select Credit to add funds to the patient's balance or Debit to subtract funds.

   • Amount: Enter the amount you want to add or deduct.

   • Order ID: You can optionally enter an order number to attribute this credit adjustment to a specific order.

   • Notes: Add a brief note to explain the reason for the credit change. This helps with tracking.

6. Click Update Credits to save the changes. The patient's new balance will be updated immediately and used automatically towards their next order.

Next Steps

After learning how to manage a patient's credit, you may find these related guides helpful:

• How to Use the Patient Chat Window: Learn how to interact with patients directly from the EMR portal.

• Orders Manager: Gain a comprehensive view of all patient orders and access key features to manage them effectively.

• How to Manage Patient Subscriptions: Learn how to pause, cancel, resume, or change the renewal date of a patient's subscription directly from the Electronic Medical Record (EMR) portal.