[Legacy] Transferring Credit from One Patient to Another

If you are treating family members and need to transfer an overpayment/excess amount paid from the account of one family member to cover the fees in the account of another family member, please follow the instructions from the appropriate options below: 

If you are in a solo practice or if you are in a group practice and both of the patients are being treated by the same clinician:

  • Chose the first patient who will typically have 'overpaid' on a session or have a credit balance.
  • Click on 'posting'
  • In the box which says 'New Charge/Credit' choose 'adjustment' and enter the total into the Charges Box. 
  • Click Post
  • Click the yellow Distributed Adjustment button at the lower right hand corner and distribute the credit to cover the over-payment amount. 
  • Write a note on the new  line item under the note button to indicate what took place that day. 

Then,

  • Choose the second patient who will typically have a balance due on a session
  • Click on 'posting'
  • In the box which says 'New Charge/Credit' choose 'adjustment' and enter the total into the Credit Box. 
  • Click Post
  • Click the yellow Distributed Adjustment button at the lower right hand corner and distribute the adjustment to cover the amount due. 
  • Write a note on the adjustment line under the note button to indicate what took place that day. 


If you are in a group practice and each patient is being treated by a different provider:

  • Chose the first patient who will typically have 'overpaid' on a session or have a credit balance. 
  • Click on 'posting'
  • In the box which says 'New Charge/Credit' choose 'refund' and enter the total into the Charges Box. 
  • Click Post
  • Click the yellow Distributed Adjustment button at the lower right hand corner and distribute the credit to cover the over-payment amount. 
  • Write a note on the adjustment line under the note button to indicate what took place that day.  

Then,

  • Chose the second patient for the other therapist who may typically have  a 'balance due' on a session . 
  • Click on 'posting'
  • In the box which says 'New Charge/Credit' choose 'patient payment' and enter the total into the Credit Box. 
  • Click Post
  • Click the yellow Distributed Adjustment button at the lower right hand corner and distribute the adjustment to cover the amount due. 
  • Write a note on the adjustment line under the note button to indicate what took place that day. 
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