Manually changing credit/debit and token balances

Note: to see how to add tokens, credits or debits to a patient account during a checkin or purchase transaction, please see Purchasing Tokens and Credits. 

You can manually add tokens, add credits and debits, and change account balances on a patient's account from the Patient Profile page. 

Manually changing account balances

You can manually change an account balance - for example, waiving a cancellation fee - from the Patient Profile page. Under their name, you’ll see Credits - click that to expand the credits window, which includes their credit history:

Enter your optional description, the dollar amount, and click Add: 

You’ll see the new credit balance under the patient’s name and the most recent entry for credits at the top of the history:

Adding tokens

Note: to see how to add tokens to a patient account during a checkin or purchase transaction, please see Purchasing Tokens and Credits. 

Here's how to manually add tokens to a patient account, outside of a checkin or purchase transaction. Under the patient's name on their Patient Profile page, you’ll see Tokens - click that to expand the tokens window, which includes their token history: 

Enter your optional description for tokens, the number of tokens, and click Add: 

You’ll see the new balance of tokens under the patient’s name and the most recent entry for tokens at the top of the history:

Deleting tokens

Note: if a patient chooses to pay for treatment with a token, the token will automatically be deducted from their account during the checkin transaction. For more information, please see The Checkin Transaction.

To manually delete tokens from a patient's account, follow the instructions above for manually adding tokens. Instead of entering a positive number (i.e., 5), you'll enter a negative number for the amount of tokens you want to delete (i.e., -5). Once you click Add, their account balance will be updated. 

Adding credits 

Note: to see how to add credits to a patient account during a checkin or purchase transaction, please see Purchasing Tokens and Credits. 

You can manually add dollar amount credits to a patient’s account from their Patient Profile page. Under their name, you’ll see Credits - click that to expand the credits window, which includes their credit history:

Enter your optional description for credits, the dollar amount, and click Add: 

You’ll see the new credit balance under the patient’s name and the most recent entry for credits at the top of the history:

Adding debits/money owed

Note: to see how to add debits/money owed to a patient account during a checkin or purchase transaction, please see Purchasing Tokens and Credits. 

You can manually add dollar amount that a patient owes from their Patient Profile page. Under their name, you’ll see Credits - click that to expand the credits window, which includes their credit history:

Enter your optional description for debit and the dollar amount. Be sure to enter a negative dollar amount, since this is an amount owed. Click Add: 

You’ll see the new credit balance under the patient’s name and the most recent entry for credits at the top of the history:

 

Go to the next section: Purchasing Tokens and Credits