Deposits on a scrap of paper
The patient's advance gets written in a notebook and nobody can find it when they come back.
Credit balance: the money the patient leaves today and uses later
When the patient leaves a deposit or an advance, or overpays, that money is held in their name, by currency and by location, until you use it on a payment.
What eats your time today in credit balance
Money that does not add up
An overpayment gets mixed into the cash box and afterwards the numbers do not match.
Refunds with no trail
When an advance has to be refunded, there is no record of what was refunded or when.
What Credit balance gives you in OCLÜ
Deposit or advance
You record a deposit or an advance even if the patient owes nothing, and the receipt comes out.
Overpayment on a payment
When taking payment you can add an extra amount, which becomes the patient's credit balance.
One more payment method
On a payment you use the balance, in full or in part, on its own or combined with cash or another cash box.
In another currency
If the balance is in another currency, it is converted at the payment's exchange rate. If that rate is far from the day's, OCLÜ asks you to confirm it.
Per location
Each balance stays with the location where it was left and is used on treatments at that location.
Voided and reported
You void a use or a deposit, and the credit balance report shows who has money they left and have not used, in PDF or Excel.
How Credit balance works, in three steps
The patient leaves money
You record the deposit, the advance or whatever the patient overpaid, and the receipt comes out.
It stays on their account
The balance shows on the patient's balance, separate from the debt.
You use it at payment
At the next payment you choose to use the balance and take whatever is left through the cash box.
Frequently asked questions about credit balance
Does the credit balance pay down the debt on its own?
No. The balance sits alongside the debt until you use it on a payment and choose which treatments it applies to.
How do I refund an advance to the patient?
By voiding the deposit. If part of that money has already been used, you void that use first and then the deposit.
Can I use the balance at another location?
No. The balance belongs to the location where the patient left it and is used on treatments at that location.
What receipt does the patient take away?
A receipt stating that the money is held as a credit balance and does not pay for any treatment until it is used.
What about balances I bring from another system?
They are loaded during the migration. The patient sheet takes each patient's credit balance by currency, and it appears on their account as a credit balance from the previous system.
Credit balance connects to the rest of OCLÜ
Balance
What each patient owes, and the debtors report
Treasury
Daily cash box, payments and debt per patient
Multi-location
Several clinics in one account, permissions per user
Try Credit balance with the rest of your clinic inside
The deposit the patient leaves is held in their name and used at the next payment like any other payment method. Start free and migrate your data with our team.