Transferring Credit from one Patient Account to Another

Transferring a credit from one patient to another is not directly possible, but you can use a workaround to achieve this. Follow the steps below:

Workaround for Transferring Credit Between Patients

This process involves two main steps: refunding the credit from the original patient and then adding a payment to the new patient's account.

Step One: Refund the Credit

1. Click on the Patient's name that has a Credit Balance.
2. Click on Billing in the Sidebar.
3. Click on the Three Dots in the top right of the screen, to the right of the Add Invoice button.
4. Click on Refund Credit.
5. Enter the Amount you want to move to the other patient account.

Step Two: Add Payment

1. Click on the Patient's name that you are transferring the credit to.
2. Click on Billing in the sidebar.
3. Click on Add Payment Method.
4. Unselect any Unpaid Invoices.
5. Click Next: Payment Method.
6. Click Add Payment.
7. In the Other Methods section, select the Payment Method. Ideally, you have created a payment method for transferring credit on the billing settings page.
8. Input the Amount of the transfer.
9. Click Pay.

The amount will now appear as a credit and can be used by the patient to pay invoices for services and products provided.