Description A Payment Credit Memo (PCM) is used in conjunction with a Payment Debit Memo (PDM) to adjust payments. They are offsetting adjustments, always used together for the same amount...
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Description A Payment Re-Entry is done when a payment that has been received and deposited was not posted into the ledger. It needs to be recorded but not affect your...
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Description A Refund Payment is used when a patient or insurance company has made an over-payment on his/her account and it has been applied to a treatment or claim. You...
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Description A Payment Debit Memo (PDM) is used in conjunction with a Payment Credit Memo (PCM) to adjust payments. They are offsetting adjustments, always used together for the same amount...
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Description A Credit Write Off is used when there is a credit balance (that is not held) on an account, usually for a small amount, and you need to clear...
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Description The Bulk Insurance Debit adjustment is only used when you get a negative amount on a bulk insurance cheque. (ie. the insurance company is taking money back). This adjustment WILL...
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Description This article will guide you through transferring a balance owing from the patient to the insurance. Step-by-Step Navigate to the Transaction module section. Select the Adjustments tab. Select the...
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Are you selling your practice or buying an existing practice? We have found that when a practice has been bought or sold, information that may make the transition go smoothly has either been overlooked or forgotten when it comes to the production and collections figures of the practice. The following…
