Patient Accounts with Available Credit

Patient Accounts with Available Credit

Patient Accounts with Available Credit

Use the Account with Available Credit form to find patient accounts that have a positive credit balance. This is especially useful when a remaining credit may need to be reimbursed per policy.

Purpose

  • Identify patients with unapplied credits.
  • Prioritize follow-up actions: apply to open invoices or process reimbursement.

How to use

  1. Open the form and run a search to list patient accounts with credit balances.
  2. Review key details (patient, credit amount, last activity).
  3. Take the appropriate action per your workflow:
    • Apply credits to outstanding invoices (via your standard Payment Posting process).
    • Initiate reimbursement for patients who have requested a reimbursement or credit has been unused for too long.
    • Add internal notes and retain documentation for audit.

Best practices

  • Verify the source of the credit (overpayment, adjustment, reversal) before acting.
  • Follow approval and documentation requirements for refunds.
  • Reconcile credits regularly to prevent aging credit balances and patient dissatisfaction.


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