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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 amongst among patient accounts.

Go To: BILLING > PATIENT ACCOUNTING

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

1. Select Action: From the dropdown drop-down select 'UAC'
2. Amount ($): Enter the payment amount (bottom left)
3. Method Of Payment: Select method for how patient is paying paying (for Credit Card Manual enter last 4 digits of card, for Credit Card Open Edge select Entry Mode, or Personal Check enter Check #)
4. Payable Physician: Select Provider from dropdown drop-down & Save

B. APPLYING A UAC CREDIT TO A PATIENT VISIT/CHARGE W/BALANCE OWING:

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Once a UAC has been fully applied & used up, it will no longer appear as a UAC. The distributed payments will now show under each DOS/Encounter. Image Removed To

 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:

1. Under 'Action' (on left) click the 'Select' dropdown drop-down for the UAC item & choose 'transfer pmt'
2. A pop-up window will appear for you to search the second patient you are transferring funds to.
3. In the second pop-up window enter the $ amount in 'Transfer Amount', Then click Transfer

Deleting A UAC Payment:

• Under 'Action' (on left) click the 'Select' dropdown for the UAC item you'd like to remove & choose 'Delete'.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