Problem:  How can I search for credits to find out where they should be applied?

Solution:  Run a credits report for the complete list.  Reports, Financial,  Credits (Insurance or Patient)

For a complete list:
Click Activity\Enter Payments and Search Payments.




Look in the Unapplied column.  You can sort the unapplied payments by double-clicking the Unapplied header.



Double-click the payment to be taken to the Payment detail screen.

To clean up an individual patient:

1. Manage Patients\Transactions tab
2. On the right side of the page, click the Credits option.


3. By double-clicking on the credit displayed, you can apply it toward outstanding dates of service.