Applying Patient Credit to an Invoice from the Invoice Screen

Applying Patient Credit to an Invoice from the Invoice Screen

For facilities that use multiple payment methods, applying patient credit is quite easy if you want to apply it to a specific invoice. If the patient wants to pay a part of the bill via his or her Account Credit, you can do that easily with zHealthEHR.

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1. Navigate to the Patient Chart and click on Patient Billing.

Identify the invoice to which you want to apply patient credit. Click on the "Invoice" button. The patient's invoice screen will open.



2. Scroll down and go to the Invoice Payments section in the invoice.
a. Enter the amount in the first tab. The adjustment will be automatically calculated by the system.
b. From the Patient Type dropdown list, select the Patient Credit option.
Note: Patient Credit options will be shown only in patient profiles who will have credit left in their account.




4. Patient credit is now added to a specific invoice.



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