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To transfer transactions from one in house charge family to another, click on Acct Receivables -> 7. Transfer Transactions to Another Family.
Transfer Family Account Receivable Charges Screen
Overview
The Transfer Transaction to Another Family account receivable screen allows the user to transfer the entire accounts receivable balance from one family to another.
This can be useful for moving a child's transactions to a parent account, merging two accounts that were created by error, or for any other reason.
To transfer transactions from one in house charge account to another, click on Acct Receivables ➡️ 7. Transfer Transactions to Another Family.
To transfer balances, first select the family
you'd liketo transfer
the balancefrom
in the respective field. Enter in the whole name of a patient to bring up the family’s informationby entering the full patient name to retrieve family information, or enter part of the
patient’sname and press
the"Enter"
keyto
bring updisplay a list of patients.
To chooseSelect the patient
click anywhere on the row of the patient or type inby clicking their row or entering the line number
of the patient in the field below the list and press theand pressing "Enter."
key. SecondNext, select the family
you'd liketo transfer
balances to in the respective fieldthe balance to using the same method.
Lastly
Once both families are selected, click the "Transfer" button
to transfer the balance. The program will ask if you're sure, select. Confirm the transfer by selecting "Yes" when prompted.
The user may also To clear all the displayed data displayed on the screen by clicking the , click the "Cancel" button or by pressing the press "Enter" key when the "Cancel" button is highlighted.