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Performing a Credit Transfer

Preforming a Credit Transfer

 To perform a Credit Transfer to another patient, you will follow these steps:

1. Go to the patients file where you would like to transfer money FROM

2. Select the Ledger, Payments Tab

3. Select Outgoing Credit Transfer

 Outgoing_CT_1.png

 

4. Select the Patient you are transferring the money TO and select Next

 

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5. Select Case for the patient

6. Add in the amount you want to transfer and any notes you may want associated with the transfer.

7. Select Next

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8. You will see the information present that money is about to be moved. To confirm press Finish

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Once Finished the Patients Log will show the transfer going out 

Outgoing_CT_5.png

and the patient that received the transfer will show it coming in :) 

Outgoing_CT_6.png

 

Training Video Reference

Please keep in mind, this is an old training video and may not provide a full explanation but, is provided for a visual walk-through.

This video demonstrates how to transfer a credit from one case to another. A credit transfer is frequently used when one family member makes a payment for multiple people in their family and the money needs to be dispersed to other members.

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