Transferring Patient Transactions

All or part of an open amount of a patient transaction can be transferred to another patient (or payor).
This is most commonly used if one payment is being processed to pay more than one account.

Example:

• Mrs Bell wants to pay Mr Bell’s account as well as her own.

• The payment would be processed against Mrs Bell’s account for the total amount then transfer the required amount over to Mr Bell’s account.

  The transfer button can also be used to transfer invoices between patients.
  A list of all Transfers can be viewed and printed from the ‘Accounts’ menu under ‘List Items’, ‘List Transfers’.
  
  

Transferring a Payment (Open Amount) to another Patient

1. As long as there is an Open Amount showing on the patient transactions screen then it can be transferred to another patient. This example shows Mrs Bell paying £20. £10 of this has paid for her invoice and we will Transfer the other £10 to Mr Bell.

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2. With the payment that has the open amount highlighted, click “Transfer”. Then select the open amount to be transferred, enter the amount you wish to Transfer and finally select the patient to Transfer the amount too and then click finish.

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3. You’ll now see the “destination” patient has received the Transfer.

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   Mrs Bell will show a transfer item on her Transactions screen too and her balance will also be adjusted accordingly.

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Transferring an Invoice to another Patient

1. Open the Transactions window of the Transferring patient:

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2. Select the transaction(s) that you wish to transfer, then click the Transfer button to open the Transfer Wizard window:

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3. The Date defaults to Today, but you can change it if necessary.

4. The Amount defaults to the open amount of the transaction selected, but you can change it if necessary.

5. In the Transfer To field, select Patient (rather than Payor), then use the selectors (or CTRL-L) to select the recipient Patient.

6. Select Finish to to complete the transfer.

   The current patient's Transactions window will show the transfer details, and the balance will be reduced by that amount.

   To reverse the transfer you can select and delete the transaction.

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7. The recipient patient's Transactions window displays the reverse entry and a balance change:

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Transferring a Patient Amount to a Payor

It is possible to transfer an amount from a patient’s file into that of a payor. This occurrence is very rare, and is not appropriate to use in cases when a payor treatment has been incorrectly invoiced as a private treatment. Should you be contemplating using this option, please consult first with the support desk.