Support Center

Transferring Credit from One Patient to Another

Last Updated: Jan 20, 2016 12:51PM EST
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. 

Chose the second 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 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. 

Chose the second 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 '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. 

 

Contact Us

bfc72471641d8fa9df83bb8c26e4134e@therapyappointment.desk-mail.com
https://cdn.desk.com/
false
desk
Loading
seconds ago
a minute ago
minutes ago
an hour ago
hours ago
a day ago
days ago
about
false
Invalid characters found
/customer/en/portal/articles/autocomplete