Transferring a Transaction to another Patient

To transfer a Transaction to another Patient

1. Open the Transactions window of the Transferring patient:

   

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

   

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.

   

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