Accessing Credit Balance Screen to work multiple Claims with a credit
- Navigate to Billing portal. Under Payment Posting select Credit Balance screen
Credit Balance Screen for single Claim
From Patient Setup Window
- Select More
- Select Credit Balance to open the Refund / Transfer screen
From Transaction History
- Navigate to Patient Transaction History from a single claim
- Right click on the line
- Select Credit Balance to open the Refund / Transfer screen
From Payments dropdown
- Navigate to Payments dropdown within a claim
- Select Credit Balance to open the Refund / Transfer screen
