How To Transfer Money To Another Case, To Family, etc.
Ellen Bowyer
22 steps
34 seconds
Chirohd
Transferring Money To The Same Patient, But Different Case
1
Pull up the patient's snapshot that you are running the payment on, or who has the credit that you need to pull from.
2
Click on the Transaction Icon.
3
Click "Payment" - if you are running a payment at the same time as setting up the transfers.
4
Select the Payment Type.
5
Click the "Amount" field. Type in the amount of the payment.
6
Click "Transfer"
7
Click the "Search for patient" field.
8
Type the patient's name and select the desired case to move money to.
9
Click the "Amount" field, and input the amount of money you want to move to the specified case.
10
Click "Submit"
Transferring Money To A Different Patient (ex. family members)
11
Pull up the patient's snapshot that you are running the payment on, or who has the credit that you need to pull from.
12
Click on the Transaction Icon.
13
Click "Payment" - if you are running a payment at the same time as setting up the transfers.
14
Select the Payment Type.
15
Click the "Amount" field. Type in the amount of the payment.
16
Click "Transfer"
17
Click the "Search for patient" field.
18
Type the name of the other patient, and select the case you want to move money to.
19
Click the "Amount" field, and input the amount you want to move to the other patient's case.
20
If there are multiple patients to transfer money to, you can add additional transfers in one transaction. Click "Transfer"
21
Click the "Search for patient" field, and repeat the above steps.
22
Click "Submit"
How To Transfer Money To Another Case, To Family, etc.
Ellen Bowyer
22 steps
34 seconds
Chirohd
Transferring Money To The Same Patient, But Different Case
1
Pull up the patient's snapshot that you are running the payment on, or who has the credit that you need to pull from.
2
Click on the Transaction Icon.
3
Click "Payment" - if you are running a payment at the same time as setting up the transfers.
4
Select the Payment Type.
5
Click the "Amount" field. Type in the amount of the payment.
6
Click "Transfer"
7
Click the "Search for patient" field.
8
Type the patient's name and select the desired case to move money to.
9
Click the "Amount" field, and input the amount of money you want to move to the specified case.
10
Click "Submit"
Transferring Money To A Different Patient (ex. family members)
11
Pull up the patient's snapshot that you are running the payment on, or who has the credit that you need to pull from.
12
Click on the Transaction Icon.
13
Click "Payment" - if you are running a payment at the same time as setting up the transfers.
14
Select the Payment Type.
15
Click the "Amount" field. Type in the amount of the payment.
16
Click "Transfer"
17
Click the "Search for patient" field.
18
Type the name of the other patient, and select the case you want to move money to.
19
Click the "Amount" field, and input the amount you want to move to the other patient's case.
20
If there are multiple patients to transfer money to, you can add additional transfers in one transaction. Click "Transfer"
21
Click the "Search for patient" field, and repeat the above steps.
22
Click "Submit"
