How do I enter a credit note for a patient?

There may be times where you give patient credit notes. These are most commonly used for special offers you may have at your practice. To add a credit note to a patient's account, first of all open the patient you wish to give a credit note. Then click on the Accounts button.

Now click on the Credit Note button towards the top of the screen.

Once you have clicked the Credit Note button you will be presented with the Patient Credit Note window.

This window is very similar to the Payment and Charge screens. First, you are presented with the date (defaults to current day). The next section is Details. This is where you enter the amount the credit note is worth.

Just like the Payment and Charge windows, when you enter the amount, it updates the Total section below.

Then you can enter any notes you feel necessary in the notes section below.

You also have the option to print a receipt. Once you have entered the necessary information, click the OK button in the bottom right hand corner of the window.

The credit note will now be displayed the patient?s list of transactions.

This is displayed as a CRD in the type column. The patient's balance at the top of the screen is also updated.

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