Transferring Money To The Same Patient, But Different Case

Pull up the patient's snapshot that you are running the payment on, or who has the credit that you need to pull from.

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EventsText Reminders
Adjustments
(5 appts)
NP
(0 appts)
MX
(0 appts)

Click "Payment" -  if you are running a payment at the same time as setting up the transfers.

Click the "Amount" field.  Type in the amount of the payment.

Type the patient's name and select the desired case to move money to.

Click the "Amount" field, and input the amount of money you want to move to the specified case.

Transferring Money To A Different Patient (ex. family members)

Type the name of the other patient, and select the case you want to move money to.

How To Transfer Money To Another Case, To Family, etc.

Transferring Money To The Same Patient, But Different Case