Do you ever see a $0.00 running balance, but still have transactions showing credits and balances? Knowing how to properly transfer credits is key to keeping patient accounts accurate and your financial reporting clean.
This week’s Tip Tuesday focuses on Ledger Credit Transfers, showing how to reallocate credits between transactions, family members, and insurance claims without backdating or compromising your audit trail.
In this video, you’ll learn how to:
- Allocate credits across patient transactions using payments and adjustments
- Transfer credits between insurance carriers when estimates don’t match payments
- Keep ledgers accurate, transparent, and report-ready using best-practice workflows
Enjoy this Tip Tuesday video , and as always, we’d love to hear your feedback and suggestions! Click here to tell us what you think!
Tip Tuesday are now available on our Help Centre! You can also access training videos, user guides, FAQs and more! It’s a great place to start when you need a helping hand.