PATIENT MANAGEMENT PROGRAM
2. Get into Patient Information on the Account Activity tab for the patient who will receive the transfer.
Press F10. Type TRAN into the code field and select Transfer from the activity list. Press the Tab key to
keep the billing amount at zero. Select Amount under Payment Amount and type the amount that was
taken from the previous patient file. This amount will be typed in as a positive. Change the Payment
Type to Transfer. Click Post.
There should be no change in the monies for the day as this is a direct transfer.
Add Transfer to your Fee Schedule:
Go to the Setup menu, Fee Schedule, Other. Click Add, Edit Record.
Type TRAN into the code field and Transfer into the description field.
Leave the amount at 0.00. Click Save.
Add Transfer to your Payment Type:
Go to the Setup menu, Payment Types. Click Add. Type Transfer into the Description field and
TRAN into the Short description field.
Transferring Balances/Credits between Practitioners
On occasion you may be required to transfer balances or
credits from one practitioner to another. For instance you
may want to transfer the $-30.00 credit for Dr. LH to pay
off the amount owed to DD.
Get into Patient Information on the Account Activity tab for the patient
that has the balance / credit. Press F10. Type TRAN into the code field
and select Transfer from the activity list. If you do not have Transfer as a
billing option, follow instructions above.
Click Amount and type 0.00 into the field.
Change the Payment Type to Transfer. If you do not have Transfer as a
payment option, follow instructions above. Click Post twice.
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Posting Activity