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Credits
Sept 5, 2019 13:34:02 GMT -6
Post by klynnthomp on Sept 5, 2019 13:34:02 GMT -6
Hello- We recently went live with CPM and our patient credits from our previous practice management software did not transfer over with our data xfer. Is there a way to add a credit to a patients account that was not the result of an over-payment on a current invoice?
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Post by pppham on Sept 6, 2019 19:35:41 GMT -6
Billing tab -> Create New Invoice -> choose the payment type that show in previous software (cash, check, CC) with as much details as you want (card # and card type). Enter the credit amount as -xxx.xx (minus sign at the front). Hit Save Payment button. "No invoices without outstanding balance found" window will pop up. Hit "OK". "Link Payment to Other Invoices" window will pop up. Hit "Auto Transfer" then "Apply". Next time this patient has a new invoice, the credit will auto-applied to that new invoice Hope this help
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Credits
Sept 9, 2019 13:49:48 GMT -6
Post by klynnthomp on Sept 9, 2019 13:49:48 GMT -6
Billing tab -> Create New Invoice -> choose the payment type that show in previous software (cash, check, CC) with as much details as you want (card # and card type). Enter the credit amount as -xxx.xx (minus sign at the front). Hit Save Payment button. "No invoices without outstanding balance found" window will pop up. Hit "OK". "Link Payment to Other Invoices" window will pop up. Hit "Auto Transfer" then "Apply". Next time this patient has a new invoice, the credit will auto-applied to that new invoice Hope this help Thank you for your response. When I do this, it creates a balance on the patient account instead of a credit or negative balance. When I double click the line item to edit, it shows the (-XX.XX) as entered but when saving it makes a positive balance instead of a negative one -- which ends up making the patients balance higher. Have you encountered this?
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Post by KizerOpt on Sept 10, 2019 11:55:51 GMT -6
When you post a payment, it is not necessary to add the minus to the amount. That makes it a negative amount. Just create the new invoice and save it as blank. Post the payment. When the AutoTransfer pops up, hit cancel. There will be an invoice with a credit on it for their next visit.
Karen
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Credits
Sept 14, 2019 11:27:09 GMT -6
Post by pppham on Sept 14, 2019 11:27:09 GMT -6
When you post a payment, it is not necessary to add the minus to the amount. That makes it a negative amount. Just create the new invoice and save it as blank. Post the payment. When the AutoTransfer pops up, hit cancel. There will be an invoice with a credit on it for their next visit. Karen That is right. Sorry, I skipped a step in the original reply.
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