Apply Patient Funds - User Guide

Users can apply Patient Funds in two different ways.

Get Started

Option 1

  • First, select Menu > Patient Funds. 
  • Search for and select the patient's name and select the patient's name.
  • Select Apply Funds.
  • RXNT will automatically open a new patient payment with that patient name, the fund amount that the patient has to be allocated, and "Patient Fund" as the method of payment. You can allocate the funds to the date of service and line items needed.
  • Finally, select Save and Post.




Option 2

  • Select Patient Payment (P-Payment) from the blue bar at the top of the screen.
  • Then, select New Payment from the top right of the screen.
  • Search the patient name from the pop-up box.
  • On the left of the screen, enter the amount of fund that needs to be allocated in the "Amount" box.
  • Select Patient Fund as the method of payment.
  • Allocate the funds to the date of service and line items needed.
  • Finally, select Save and Post.



Additional Information:

When printing a statement, you may notice that a patient has a fund/credit on their account. This will need to be applied prior to sending the patient statement. To do this, select the fund amount shown on the statement screen, and follow the steps in Option 2. Once the fund has been allocated, you can go back to the statement screen and select the Update Statement icon to generate a new, accurate statement for the patient.


Still, need help? Contact us!

Have a great idea? Tell us about it!

Was this article helpful?
0 out of 0 found this helpful