Users can view Unapplied Credits, or any payments that have not yet been applied to a claim, by opening the Payment Posting window and looking at the Unapplied Credits Details section. If the user has deleted a patient payment, patient unapplied credit will be displayed here.

 

To apply an unapplied credit:

 

1.Click “Select” next to the unapplied credit listing. The listing will now appear in blue to indicate selection; this will prepopulate the Payment Details.
2.Click the “Apply/Validate” button.

 

Note: All unapplied credits which display here will NOT show up in monthly reports. If closing out the month, user(s) MUST make sure that the Unapplied Credits queue is cleared.