Applying Patient Deposit to an Encounter with a Balance

• Go to the patient Account tab within the patient case

• Click the Spyglass icon next to the encounter that the patient deposit needs to be applied to

• This will open the encounter for editing
• Review the Charges Summary table on the account tab for the CPT Code with a balance remaining
• Take note of the amount due for each CPT Code

• Click on the Transfer Deposit button

• Double check that the 'From Deposit to Procedure' radio button is selected in the Transfer Funds pop-up window
• Select the CPT Code to which you would like to apply money from the Patient Deposit

• In the Amount field, list the dollar amount to apply to that CPT Code, then click Save

• This will move the dollar amount listed in the Amount field of the Transfer Funds pop-up window to that CPT Code from the Patient Deposit
• Continue this for each line that has a patient balance