Depending on the type of account you're working with, the unallocated payment or credit may be located in one of two places.
If you're working with a private or family account, the credit will appear on the patient's file
If you're working with an account linked to a third-party payer, the credit will appear on the payer file.
Private or Family Account
To find an Unallocated Credit on a private account, go to the patient file.
Select the Invoices tab in the sidebar.
Select the Payments tab.
Select 'Show unallocated payments only' to filter the payments grid to payments that have outstanding credit amounts.
Third-Party Payer Account
To find an unallocated credit on a patient account that is linked to a Third-Party Payer, you will need to go to the payer file.
Select the link to the payer from the accounts tab on the patient file.
Alternatively, go to the Contacts menu at the top of PracSuite and select Third-Party Payers.
Find and select the Third-Party Payer file the Patient is linked to.
Select the Invoices tab in the sidebar.
Select the Payments tab.
Select 'Show unallocated payments only' to filter the payments grid to payments that have outstanding credit amounts.
