Users can also transfer payment responsibility to the patient or other insurance while working on the Payment Posting window.

To transfer payment responsibility:

1.Select “Transfer” as the Transaction Type under Payment Details using the drop-down menu.
2.Select the responsibility you want to transfer payment to using the Transfer drop-down.
3.Select the line items on which to post the Transfer Transaction by clicking in the check boxes.
4.Click “Apply/Validate” to validate the Payment Amount.
5.Click “Save” to save transfer details.

Note: The “Responsibility” column indicates CURRENT responsibility for that line item.