We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Transfer Credits Between Sibling Accounts

Version 14.19

Overview

In Office Practicum, you have the ability to transfer family credits among members of the same family.  

Note: Family members are financially linked together by the same Patient Responsibility Guarantor in the Insurance record. To learn how to financially link family members, click here.

If one sibling has a credit and another sibling has an account balance, you can manually transfer the credit from the first patient to the second, by following one of the procedures below:

The Family Transfer pay method allows you to transfer credits between siblings quickly and easily, without requiring that you enter the credit refund transaction in each individual account. The Family Transfer grid displays available credits in all of the patient's siblings' accounts, and you can enter the amount you would like to transfer (or click Transfer All) from one or several of these account.

Transfer Credits

  1. Navigate to the Patient Chart of the patient who has the balance and needs a credit from a sibling.
  2. Click Credits.
  3. Click the New Credit button.  
  4. Use the Pay Method dropdown to select Family Transfer.

  1. Enter the amount of the credit being transferred from the sibling(s) in the Transfer field or click the Transfer All or Balance Owed button, as appropriate. 

  1. Click the Save / Post button to save and close. Both the patient and sibling accounts will be credited/debited accordingly.
  2. To apply this credit to the patient's balance:
  1. Click Payments.
  2. Click the New Payment button. The Add Payments and Adjustments window opens.
  3. If not already selected, click the Patient tab.
  4. Select Patient Credit as the payment method.
  5. Enter the amount in the Payment field.

Version 14.10

Overview

In Office Practicum, you have the ability to transfer family credits among members of the same family.  

Note: Family members are financially linked together by the same Patient Responsibility Guarantor from the patient's insurance record. To learn how to financially link family members, click here.

If one sibling has a credit and another sibling has an account balance, you can manually transfer the credit from the first patient to the second, by following one of the procedures below:

The Family Transfer pay method allows you to transfer credits between siblings quickly and easily, without requiring that you enter the credit refund transaction in each individual account. The Family Transfer grid displays available credits in all of the patient's siblings' accounts, and you can enter the amount you would like to transfer (or click Transfer All) from one or several of these accounts. 

Transfer Credits

  1. Open the Patient's Account form by pressing the Account button on the Smart Toolbar.

  1. Search for the patient that has a balance and is in need of a sibling credit transfer .
  2. Click the Credits button, located on the left side of the screen.
  3. Click on Add Credit button .  
  4. Click on the dropdown box next to the Pay method field and select Family Transfer.

  1. Enter the amount of the credit being transferred from the sibling in the Transfer field or click on the Transfer All button or Balance Owed, as appropriate. Note: Please be advised that this feature allows you to transfer credits from multiple siblings in one step.

  1. Click the Save / Post button to save and close. Both the patient and sibling accounts will be credited/debited accordingly.

  1. Finally, to apply this credit to the patient account balance:
  1. Click the Payments button.
  2. Click Add Payment button.
  3. Select Patient Credit as the payment method.