Transfer Family Unapplied Credit

On the Billing Summary page, click Transfer unapplied credit

The Transfer unapplied credit link also appears on the Check-in, Checkout, and Collect Payment pages.

Note: You cannot void transfers between family members. If you need to remove funds from the account, you can transfer the funds to another patient in the family, or you can issue a refund for the amount.

1. Display the Billing Summary page: On the Quickview, click View billing summary.
2. On the Billing Summary page, click Transfer unapplied credit under the Family heading.
   The Transfer Family Unapplied Credit page appears.
3. Post date — The post date defaults to today's date, but you can edit this field.
4. Department — Select the department from the menu.
5. Transfer amount — Enter the amount to be transferred.
6. Transfer from — Select the family member with the unapplied credit.
7. Transfer to — Select the family member to receive the unapplied credit.
8. Click Transfer.
   The transaction appears in the Family Unapplied Credit list below.

If the Family Billing feature is enabled, the Transfer Family Unapplied Credit page displays a summary of each family member's outstanding balances and total unapplied credits. You can use the Transfer Family Unapplied Credit page to apply a payment made for one family member to the outstanding balance of another family member.

Note: You cannot void transfers between family members. If you need to remove funds from the account, you can transfer the funds to another patient in the family, or you can issue a refund for the amount.

If the Family Billing feature is enabled for your organization, you can collect payments for any family member at any point during the workflow (see the Collect Payment page).

Exceptions to automatic credit transfer within a family

 

In some cases athenaOne does not automatically move unapplied credit balances from one family member to another. In these cases, you must move credit balances manually.

 

Guest payment service

athenaOne does not automatically move unapplied credit balances from one family member to another when a payment is made using the Guest Payment service.

 

Provider groups and unapplied credit balances

If your organization uses provider groups, you can move unapplied credit balances from one family member to a different family member only within the same provider group unless the Branded Patient Statements feature is turned on for your organization. The Branded Patient Statements feature allows family billing to automatically transfer funds across provider groups.