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UAC (Unapplied Credits) can be used to collect patient payments as a credit, to then be used & applied towards a future charge/service. You can attach/apply UAC's at any time on charges where the patient shows a pending balance. You also have the ability to share & transfer UAC balances among patient accounts.


Go To: BILLING > PATIENT ACCOUNTING


A. TO COLLECT A PATIENT PAYMENT AS A UAC (UNAPPLIED CREDIT):

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 To View Encounter Details: Under 'Enc. Date' click on the DOS MM/DD/YYYY & you can view all encounter details.


To View All UAC Details & Notes:

All UACs will appear as one line item when added to the patient's account

  • Under the Enc. Date column click the Date(s) link to open the 'UnApplied Credit Details' window 


To Transfer A UAC Balance From One Patient To Another:

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  • Under the Enc. Date column click the Date(s) link to open the 'UnApplied Credit Details' window
  • In left column, check which UAC(s) to be deleted, then click 'Delete' in the bottom right corner