Transfer a Credit Balance
Q: How do I transfer a credit balance?
1. Open the Patient's Account
3. Select the Visit with a Credit
Highlight the visit line that includes the credit balance.
5. Select Adjustment Code
6. Select Credit Balance Line
8. Apply the Credit
- In the patient Ledger, highlight the visit to which the credit will be applied.
- Click the Add Adjustment button.
9. Apply Adjustment
Transfer Credit Balance Completed
The credit balance has now be transferred and applied to another charge.