Transfer an Insurance or Patient Credit to another Patient

The Manage Account screen gives you the option to move an account credit from one patient to another patient. Normally this occurs if you need to move a credit from one family member to another, or from a dependant to the guarantor. 

1. Select Patient > Manage Account.

2. Use the Search field to search through your patients or insured.

   Place a check in the “Include inactive patients” box to include inactive patients in your search results.

3. Select the Patient.

4. Under Account Credit Listing locate the Credit.

   Sort your search results. Visit our Reorder Table Columns Help Article for detailed steps on how to hide, rearrange or add header columns.

5. Click the Transfer To… button.

   1. Enter the Transfer Amount.

   2. Enter the Transfer Date.

   3. Add a Memo Line.

   4. Locate the Patient to transfer the credit to. 

   5. Optional: Click Apply Credit to apply the credit to a charge within the same transaction.

   6. Click Done.

      Want to maximize the use of your screen space? Collapse or un-collapse the Transaction Listing or Account Credit Listing windows by clicking theicon.

6. Click Save.