Excess Credit Reported when invoicing
Abstract
When invoicing a patient/client, Capable 21C may report that there is excess credit
assigned to an older visit. This knowledgebase article explains why this happens,
and the implications of either allowing or disallowing Capable 21C to re-assign
the credit.
Underlying challenge
Older versions of Capable 21C would permit credits to be recorded independently
of any particular visit. These were known as unallocated credits, and typically
occurred when a person prepaid for some care.
Whilst Capable 21C v1.5.554 and later still allow this to occur, these more recent
versions automatically assign the unallocated credits to visits as they occur.
Having the payments allocated to the visits helps Capable 21C keep track of which
visits are paid-for, and which ones are not.
If the Capable 21C advanced receipting feature has been enabled, Capable 21C will
produce a warning message when it detects these old unallocated credits to give
the operator more control over whether the old payment is split up and neatly allocated
to more recent visits.
Resolution
If this message appears, operators are always advised to choose 'Yes'. If
the operator is particularly suspicious that the patient/client file may be out
of balance, or may contain old credits that the patient/client is no longer entitled
to claim, then the operator may choose to click No. However, the message will
continue to appear until the operator does something to eliminate or correct the
old credit.
Detailed Information
Refer to KB-Balance
Insurance and Private Patients1.asp for more information about balancing
patient/client files, and assigning credits to particular visits.
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