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:

waive-fee.png

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

waive-fee-2.png

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:

waive-fee-3.png

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: