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Version: 3.1

Move a payment to another account

Overview​

This flow describes how to move one or more payments from one account to a different account of the same patient. Use this flow when you record a payment against the wrong account.

Pre-requisites​

  • You recorded the payments for the patient at your facility.
  • The payments are not tied to a specific invoice.
  • The status of each payment is Active or Draft.
  • The patient has another active account that receives the payments.
  • You have the permissions listed below.

Permissions​

PermissionAccess
Can Write Payment ReconciliationMove payments from one account to another account of the same patient. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission.

Steps​

1. Start the transfer​

Open the account that holds the payments. Open the menu on the account page. Select Transfer Payment.

2. Select the payments to move​

Select one or more payments that you want to move.

Note: You can select only payments that are not tied to a specific invoice. The status of each payment must be Active or Draft.

3. Select the destination account​

Select the account that receives the payments. The destination account must be an active account of the same patient.

4. Confirm the move​

Click Change Account.

Expected Outcome​

  • Care moves the selected payments to the destination account.
  • Care updates the balance of the source account.
  • Care updates the balance of the destination account.

Concepts:

Flows: