We have added a new Global Setting called ‘Apply Credit Balances on Check-In Patient Payment Screen.' Users can use this setup to apply the outstanding balance for one patient to the credit balance of another patient within the family. This feature is applicable only to the ‘Family System.’

For patients with a negative balance, the system will display the ‘Apply Credit to Family Balance’ checkbox as unchecked, along with a textbox showing the outstanding amount.

When the user checks the box, the credit amount textbox will be disabled. The red ‘Applied: $’ label along with the applied amount will appear next to the patients, and the details of the amount transferred from the patient to the family members will be displayed at the bottom in red.

If the user clicks any ‘Applied: $’ label, the popup will open. Within the popup, the user can enter or edit the amount. Payments are applied to any outstanding charges first. If a balance remains, it is applied to copays.

The credit amount from one patient can be applied to other family members. Click the ‘Apply’ button to apply the payment or click the ‘Cancel’ button to cancel the payment.

The user can select an existing batch and clicks 'Apply Now' or click the 'Add Batch' button to create a new batch for processing the payment. Once the payment is completed, the system will display a message stating, 'Credit applied from Family Balance.'