Transfer a Credit Balance
Q: How do I transfer a credit balance?
1. Open the Patient's Account
![1. Open the Patient's Account](https://media.screensteps.com/image_assets/assets/006/033/496/original/media_1338919256529.png)
Click on the Billing menu, then select Patient Account. Search for the account using the patient's last name, then click Select to open the account.
2. Open the Patient's Ledger
![2. Open the Patient's Ledger](https://media.screensteps.com/image_assets/assets/006/033/498/original/media_1336662736179.png)
Click on the Ledger tab.
4. Add Adjustment
![4. Add Adjustment](https://media.screensteps.com/image_assets/assets/006/033/502/original/media_1338912808936.png)
Click on the Add Adjustments button.
5. Select Adjustment Code
![5. Select Adjustment Code](https://media.screensteps.com/image_assets/assets/006/033/504/original/media_1338912951894.png)
Click the Code drop-down menu, then select the adjustment code that is used to transfer a credit balance.
6. Select Credit Balance Line
![6. Select Credit Balance Line](https://media.screensteps.com/image_assets/assets/006/033/506/original/media_1338916638302.png)
Click the arrow next to the line that contains the credit balance. Then type the amount to be transferred (ex: -50.43).
7. Save
![7. Save](https://media.screensteps.com/image_assets/assets/006/033/508/original/media_1338916598177.png)
Click the Save button.
Clicking Save will place the Adjustment in the patient's ledger.
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
![9. Apply Adjustment](https://media.screensteps.com/image_assets/assets/006/033/512/original/media_1338918843766.png)
- Using the drop-down menu, select the adjustment code for a balance transfer.
- In the Applied column, type in the credit amount to apply it to another charge (see screenshot above).
- Click Save.