FAQ: How do I move a credit from one claim to another claim?
Step 1:
1. Pull up the patient's history.
2. Go to the claim which has the credit
3. Right click and select Add Payment
4. Enter a Deposit Date (usually today's date) and a Paid By of Responsible Party
5. SKIP THE PAYMENT LINE ENTIRELY
6. On the Adjustment line, enter a POSITIVE amount equal to the credit being moved
7. Select the Adjustment Type Moved Payment
8. Click Post
9. Close the window to go back to the patient history
Step 2:
1. Go to the claim where you would like to apply the credit
2. Right click and select Add Payment
3. Enter a Deposit Date (usually today's date) and a Paid By of Responsible Party
4. SKIP THE PAYMENT LINE ENTIRELY
5. On the Adjustment line, enter a NEGATIVE amount equal to the credit being moved
6. Select the Adjustment Type Moved Payment
7. Click Post
8. Close the window to go back to the patient history
