🦬 How to Release Held/Locked Credits in Bulk – Athelas

At a Glance

No need to muddle through individual patient profiles to release credits. Use the bulk Release Credits feature instead!

Finding the Page

On the Patient Responsibility page, click into the ‘Pending Credits’ tab.

Here you’ll see a list of all patients with held and/or locked credits.

💡

Definitions of the different types of credits: Credits - or global credits, these can be used for any purpose and will automatically apply to patient balances. These will not show up on the Pending Credits tab, as they are already released for use. Held Credits - these are held to dates of service with Approved claims, and can be turned into global credits. Locked Credits - these credits belong to unreconciled or denied claims, and should remain untouched until the claim is resolved.

You can click on the ‘Patient’ or ‘Date of Service’ heading to sort the list in ascending or descending order of those categories.

Use the filters provided to narrow down your search by Facility, Credit Type, Provider, or Patient.

Release Credits

Check the boxes in the rows of the patients’ credits you want to release, then click ‘Release Credits.’

Double check that this action is correct, then click ‘Confirm.’

The released credits will be reflected in the patients’ profiles.

Done!

Further Assistance

📢 We’re here to help! Please contact your account manager if you would like some hands-on assistance.