Transfer Patient's Credit to Linked Family Member

The ability to transfer a patient's credit to a family member is not available until the patient and family member are linked. 

Instructions

Link Family/Contacts

1. Access Patients > search for and open the patient > Family/Contacts.
2. Click the + icon.
3. In the Select a Patient modal, input search criteria for the family member, and click 'Search.'
4. Highlight the family member.
5. Select a Family Role.
6. Click 'Save.'
   • Repeat steps #3 - #6 to link additional family members.

Transfer Credit

1. Access Patients >  search for and open the patient with the credit balance > Account.
2. Click 'Transfer Credit.'
3. In the Transfer Credit modal, select the person to receive the credit in the dropdown menu.
4. Enter the amount of the transfer.
5. Select the Tab button on your keyboard.
6. Click 'Apply.'