Transfers

All or part of the monetary value of a patient transaction can be transferred to another patient, or payor.

This is most commonly used if one cheque is being processed to pay more than one account.

Example:

• Mr Bell wants to pay Mrs Bell’s account as well as his own.
• Mrs Bell’s balance would be transferred to Mr Bell’s account
• This would increase Mr Bell’s balance and clear Mrs Bell’s account.
• The cheque would then be processed against Mr Bell’s account for the total amount.

  See: To Transfer to Another Patient for the worked example.

The transfer button can also be used to transfer money between patients and payors, e.g. capitation schemes.

A list of all Transfers can be viewed and printed from the ‘Accounts’ menu under ‘List Items’, ‘List Transfers’.