You can quickly apply an unapplied credit to invoiced procedures based on the first-in-first-out (FIFO) rule, which means that older invoiced procedures with balances will have a credit applied before newer invoiced procedures. You can apply the credit to the invoiced procedures of an individual patient or any patients with the same guarantor.
Important: You can apply unapplied credits only to invoiced procedures.
To apply an unapplied credit
How to get there
Use the Patient Search box to access a patient's record.
Do one of the following:
On the Patient menu, under Financial, click (or tap) Ledger.
The patient's Ledger page opens.
On a patient's Ledger page, click (or tap) the amount (if not zero) in the Unapplied Credits box.
Tip: To apply an unapplied credit to someone other than the patient whose account the credit was posted to, you must transfer the patient balance.
For example, to move the patient balance from John, who has an unapplied credit of £25, to Steve, do the following:
Post a charge adjustment for £25 to John's account.
Apply the credit to that adjustment to make John's balance £0.
Post a credit adjustment for £25 to Steve's account.
Now you can apply Steve's credit to invoiced procedures on his account with a balance.
Click (or tap) Apply Credits.
The credit is first applied to the invoiced procedure with the oldest date of service that has a balance. Any remaining credit is then applied to other invoiced procedures based on the date of service until either the credit is used up or there are no more invoiced procedures with balances, whichever comes first.
Note: Applying credits does not affect the account balance or the estimated third-party and patient portions.