Credits to customer accounts are posted manually.
To post A/R credits:
1. Access PrimeCare.
2. Click A/R. Select Posting and click Post Credits. A/R Post Credits displays:
3. Click 
. Post Credits
Customer Information displays:
4. Type the last name, first name in the
Customer Name field, click the double arrows and then click 
.
5. The Patient Scan displays. Double-click the name or press the corresponding function key for the patient who has credits to post to their account. Post Credits displays with customer and account details:
6. Verify the information is correct and
click . Transaction Information displays:
7. To post a credit for a prescription,
type the prescription number in the Enter Rx Number field. Click 
. Prescription information displays:
8. When all credit transactions have been
added, click 
. Verify the A/R
Post amount displays:
9. Click to post
to another account. Click 
to
return to Rx Processing tasks.
10. To post credits for non-prescription
items, click 
. Transaction Information displays with
the prompt, Click to Edit, in the Description field. Add the item description
and complete the remaining fields:
11. Click when complete.
Verify the A/R Post displays.
12. Click to post to another
account. Click to return to
Rx Processing Tasks.
Return to Accounts Receivable Overview