A credit is an unapplied balance on a patient account. This occurs when a payment has been received but not yet applied to a specific purchase, leaving it as a credit on the account.

Here is how to create a credit on a patient's account: 

1) Navigate to the patient record and select the Transactions tab. Go to Payments. 

2) Click +Payment. 

3) Since you’re creating a credit, do not select any outstanding purchases to apply the payment to. Leave all balances unchecked.

In the Amount field, enter the payment amount you’re collecting from the patient.

4) Review payment details (like Amount and Method), and then click Collect Payment. 

5) You will now see the credit recorded on the patient's account.

💡Pro tip: 

Do you need to transfer a credit from your previous system into ChiroUp EHR? First, ensure that you have enabled a credit transfer in your global billing settings. Then, you will proceed with creating a credit as normal, but be sure to select Credit Transfer as the payment type.