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):
- Select Action: From the drop-down select 'UAC'
- Amount ($): Enter the payment amount (left)
- Method Of Payment: Select method for how patient is paying (for Credit Card enter last 4 digits of card, or Personal Check enter Check #)
- Payable Physician: Select Provider from drop-down & Save
B. APPLYING A UAC CREDIT TO A PATIENT VISIT/CHARGE W/BALANCE OWING:
- Under 'Type' click UAC. A Pop-Up Window will appear, displaying all visits (DOS') where the patient has a balance owing.
- Under 'Post Amount ($)' click the Show tab & all CPT Code line items will appear.
- Enter the amount you'd like to post (You can select multiple DOS' to distribute to by clicking each 'Show' tab)
- Click Adjust UAC when done.
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.
To View Encounter Details: Under 'Enc. Date' click on the DOS MM/DD/YYYY & you can view all encounter details.
To Transfer A UAC Balance From One Patient To Another:
- Under 'Action' (on left) click the 'Select' drop-down for the UAC item & choose 'transfer pmt'
- A pop-up window will appear for you to search the second patient you are transferring funds to.
- 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' drop-down for the UAC item you'd like to remove & choose 'Delete'.