Users can transfer patient’s unapplied credit to family members from the Payments and Payment Posting screens.
To transfer patient unapplied credit from the Payments screen:
| 1. | From the top menu bar, click Payments. |
| 2. | Search the desired claim using search criteria. |
| 3. | Select the check boxes prior to patient names to transfer patient’s unapplied credit and click  . |
| Note: These check boxes are available only for the patients which are a part of any family. |
| 4. | On the Transfer Patient Unapplied Credit screen, select the Source Patient, in case you have selected multiple patients on Payments screen. A list of unapplied credits is then displayed. |
| 5. | Select one or more unapplied credits from the list to transfer. |
| 6. | In the Destination Patient(s) section, enter the Transfer Amount next to the patients whom the amount is to be transferred. |
The patient unapplied credit can also be transferred from the Payment Posting screen.
To transfer patient unapplied credit from the Payment Posting screen:
| 1. | From the top menu bar, click Payments. |
| 2. | Search the desired claim using search criteria. |
| 3. | Click Payment Posting next to the patient name. |
| 4. | To transfer unapplied credit to family member, click  . This option is available only for patient unapplied credits. |
| 5. | In the Destination Patient(s) section, enter the Transfer Amount next to the patients whom you want to transfer the selected unapplied credit. |
