Crucial Exams

AAMA CMA Practice Question

A medical assistant is reviewing a patient's balance on their account and notices a previous overpayment. The patient has come in for a new office visit which incurs a charge of $150. The patient's overpayment from the last visit is $200. After posting today's charges, what is the next appropriate financial action to take for this patient's account?

  • Apply the overpayment as a credit to the current charges and issue a refund for the remaining balance

  • Increase the patient's current charge to use up the overpayment amount

  • Ignore the overpayment and require payment for the new charges in full

  • Keep the overpayment as a credit towards any future visits without issuing a refund

AAMA CMA
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