3.4 UAC: Patient Payments as an Unapplied Credit

UAC: Patient Payments as an Unapplied Credit

UAC (Unapplied Credits) can be used to collect patient payments as a credit, to then be used & applied towards a future charge/service.  This can be used when a patient is prepaying or a date of service is not in the patient’s account yet.  You can attach/apply UACs at any time on charges where the patient shows a pending patient balance. You also have the ability to share & transfer UAC balances among patient accounts.  You can now also create Family Share UAC where up to 5 patients can be attached to the same UAC amount and be able to pull from it.
 
Go To: Billing > Patient Accounting > Patient Accounts
 
A. To Collect A Patient Payment As A UAC (Unapplied Credit):

1. Click on Unapplied Credit

2. Enter Post Date, Provider, Amount, Method of Payment

3. Optional: Click Create Family Share and attach up to 5 patients to the Family Share UAC by searching their name.

   1. If a Family Share is already created there will be an option to add to the family share.

4. Optional: Add a note

5. Click Save

6. Optional: Print or email a receipt to a patient (See Generating Receipts for more information)

B. Applying A UAC Credit To A Patient Visit/charge w/ Balance Owing:

1. Click “Dates” under the Enc column.

2. Click on UAC Posting Tab and enter amounts to Visit/Extra Charge

3. Click Adjust UAC and Click Yes to confirm.

To View All UAC Details & Notes:

• Click on “Dates” under the Enc Column

• Under UAC Transactions you will see each Transaction.

• You are able to bulk delete UACs by clicking on Bulk Actions and the trash can icon.  Select the dates you want to delete.

  • You can also delete a UAC by clicking on the 3 dots to the right of the date.

• When it is applied to a visit/extra charge, you will be able to click on the dates to see the encounter details

To Transfer A UAC Balance From One Patient To Another:

1. Click on the ፧ in the action column on the UAC line.

2. Click Transfer Payment

3. Search Patient, Enter Amount, Click Transfer

4. This amount will now be available on that patient’s account to apply to visits/extra charges.

Deleting/Converting to A UAC Payment:

• When in the UAC Management screen you can either

  • Bulk Delete by using the bulk action button

  • Selecting the ፧ to delete an individual payment

• In each Visit/Extra Charge, any payment made by the patient, you can click the ፧ to convert to a UAC

To Manage Family Share

1. Click on “Date(s)” under the “Enc” Column.  

2. Click on UAC/Family Share Tab

3. Click on the > to see who is attached to that family share

4. To add more members:

   1. Click on “Add Patient” and search by first or last name. Select Patient

5. Family share can have up to 5 patients attached to it

Note:  A person cannot be attached to more than 1 family share group.