Patient has Credit - bringing patient balance down

We would like to be able to add a negative amount in Patient Due under payments. When a patient has been overpaying their Copay/Coinsurance (maybe because of an error during verification of benefits), there is no means to bring the balance owed by the patient down.

A note in the patient chart is the best offer to a solution so far, but front desk mostly collect payments from the schedule and therefore do not see these notes. When collecting, through the appointment, you see a balance. Sadly the balance cannot be negative.

Guest
Apr 11 2022
Future Consideration

Front Office

Apr 13, 2022

Admin response

Hello, and thanks for your Idea portal submission! Allowing a credit is a feature that we don’t currently have planned, but may consider in the future. We’ll make sure to let you know if this feature is delivered.
In the meantime, if you have any further questions feel free to leave a comment or contact WebPT Support using support@webpt.com.

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Patient has Credit - bringing patient balance down

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