Patient Transaction Screen – Transferring Credit Amounts Between Family Members

You can easily transfer credit amounts between family members by using credit distribution.

• Go to the Transaction screen of the family member with the credit.
• Double click on the green payment line in order to distribute. The Payment Distribution window will open. The amount that can be distributed is shown in the bottom right corner of this screen.
• Click in the box next to “Show Family Members”.
• Click on the transaction line or lines to which you would like to distribute the payment.
• Click [OK].

The credit has now been distributed to the selected family member’s treatment.