4.4 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. 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):

1. Select Action: From the drop-down select 'UAC'
2. Amount ($): Enter the payment amount (left)
3. Method Of Payment: Select method for how patient is 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 drop-down & Save

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

1. Under 'Type' click UAC. A Pop-Up Window will appear, displaying all visits (DOS') where the patient has a balance owing.
2. Under 'Post Amount ($)' click the Show tab & all CPT Code line items will appear.
3. Enter the amount you'd like to post (You can select multiple DOS' to distribute to by clicking each 'Show' tab)
4. 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 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' 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 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