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. 

  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. Click Done

  6. Click Save.