User Guide — Credit Card Plus — Transferring Payments Between Patient Accounts

You can transfer money to another patient account only if the patient has an unapplied e-payment credit. Some or all of the funds can be moved to any existing patient account in athenaOne within your practice. However, if your organization uses provider groups, you can transfer money to a patient account only within the provider group where the money was originally collected.

Note: You cannot transfer money on the same day that the money was collected (the transfer to patient link does not appear on the E-Payment Activity page until the following day).

1. Display the E-Payment Activity page: On the Quickview, click E-payment activity or on the Patient Activity page, click view e-payment activity.
2. Locate the transaction that you want to transfer.

3. If the funds that you need to move are applied to a claim, you must click move to unapplied before you can see the transfer to patient option.

4. Click transfer to patient to display the Transfer Money to Other Patient page. The Available to Transfer field shows how much money you can move. You can move all or part of the funds.
5. Amount to Transfer — Enter the amount to transfer.
6. Transfer to Patient — Enter the patient account number or name of the patient that you want to transfer funds to. When you begin to type in this box, a list of possible patients appears. Make sure to select the correct patient from this list.
7. In Department — Select the department that you want to associate with this transfer. The default value is the department of login.
8. Click Transfer to proceed.
   A message asks whether you are sure that you want to transfer the funds from this patient to the other patient.
9. Click Confirm Transfer. A confirmation message appears.
10. Click OK to return to the E-Payment Activity page.