How to use Search and Credit Open Invoices? – Netalytics

To provide the user the ability to bulk credit invoices. Important Note: Only users with the financial password are able to use this function.

Select $ on the SMART Toolbar to Open the Account Dashboard

On the Account Dashboard, Select Third Party Billing

Search Open Invoices Screen Opens

Field	Description
Carrier	Drop-down carrier selection
Patient ID	Use if credit a specific patient’s insurance invoice?
Service Start Date Service End Date Transaction Date	Enter From and Thru to Search by either Service Start Date Service End Date Transaction Date
Amount Balance	Enter Lower and Upper Amount to Search by either Original Invoice Amount Original Invoice Balance
Search	List of invoices meeting the entered service criteria.
Reset	Rest Search
Number of Records Selected	Sum Balance of Invoices
Select All	Important Note: All invoices are selected automatically.
Deselect All	It is recommended that Deselect All be select while reviewing the invoices.

Field Name	Description
Seq #	Invoice transaction Number
Carrier ID	ID Code of Insurance
Patient ID	Patient ID
Short Name	Patient Short Name
TrxDate	Transaction Date of Invoice
Service Start Date/Service End Date	Service Start and End Date of Invoice
Description	Service Description
Procedure Code	Procedure code
Rate Code	Institutional Claims only
Amount	Billed Amount
Balance	Open Invoice Balance
Adj/denial	Adj/Denial Reasons
Selected	checkbox
Comment	Free text field
Category	Drop-down - should be determined by clinic to report on adjustments.
Sub-category	Drop-down - should be determined by clinic to report on adjustments.
Create Credit and Apply Now	Selected Invoices are credited. Credit Applied Summary Credit Seqnum Amount Remaining Balance Total Invoices Applied Total Amount Applied Ok button
Close	Close Search & Credit Open Invoice

What reports can I find the credit entry?