Problem Statement

Patient credit balances have to be reviewed and resolved through refund or adjustment, and working them manually is slow; unresolved credits sit on accounts, create compliance exposure, and tie up money owed back to patients. When a balance is satisfied but an active payment plan is still in place, the plan keeps drafting against an account that no longer owes, so it has to be canceled. Catching and canceling these by hand is easy to miss, and a payment plan left active creates new credits and patient confusion.

Automation Solution

This automation reviews patient credits and cancels any payment plan that is still active even though the balance has been satisfied.