Scroll

Advanced Ledger - Credit Transfer

Occasionally a payment may get applied to the wrong patient account or an unapplied payment may need to be applied to another account. When the payment is applied incorrectly on the same day the issue can be addressed by simply deleting the line entry on the ledger and reposting the payment in the correct account.

This article explains how to move an existing payment from one account to another, using negative adjustments so your deposit slip will not be affected.

First, go to the account with the credit you wish to move. Then, you can select or create a new charge. With that charge selected, you can then create a Positive Adjustment by clicking the Other drop down menu and select "Positive Adjustment". You may wish to enter something like Transfer Payment in the Adjustment Type field so you can identify what this Positive Adjustment was used for later.

Once you've completed this step, you can then navigate to the account you wish to "transfer" the credit to. In this destination account, create a Negative Adjustment from the Other drop down menu. You may wish to enter Payment Transfer or something similar as the Adjustment Type so you can identify what this Negative Adjustment was used for later.

If you wish, you can also add a Comment to both patients' ledgers, to indicate why the payment was transferred.

If a patient payment simply needs to be transferred between patients on the same account, you will need to make sure the patient payment is unapplied. You can double-click an unapplied payment and apply it to other charges on the account.

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments