In the Payment Window, at the top, check None (Income Transfer).
Manually transfer income when an item is not available in the Income Transfer Manager but still needs to be properly allocated or if income needs to be transferred without allocating to a procedure. This method is also used when the Account Module Preference is set to automatically open the Payment window every time you receive a claim payment.
With None (Income Transfer) as the Payment Type checked, the Pay/Add Partials buttons will be replaced with Transfer or a Proc Breakdown button (when Enforce Valid Paysplit, Enforce Fully Account Module Preference is enabled).
Create offsetting negative and positive splits to transfer the income. The negative split subtracts the amount. The positive split is the transfer.
Under Outstanding Charges, highlight the positive and negative charges, then click Transfer.
When Enforce Valid Paysplit, Enforce Fully is enabled, click Proc Breakdown. The Pay Split Manager will open to view a list of previously paid procedures and current outstanding charges.
Alternatively, create splits by:
Click OK to complete the transfer.
Income transfers allow you to correct previously allocated payments (Payment Allocation and Claim Payment). Allocation of income is especially important when Track Income by Provider but is also useful when cleaning up family balance items. Use an income transfer to move payments and credit balances between clinics, providers, procedures and patients. Transfers affect income allocation only; they do not increase or decrease the total practice income.
In the Account Module, income transfers show as payment items with a Txfr code. When income is transferred between providers and family members, two line items are created; one to subtract the income from the patient/provider and a second to add the income to another patient/provider. Transferring income from procedure to procedure under the same provider only creates one line item.
Income Transfer as viewed in the account.
Example 1: Guarantor has a negative balance while other family members have a balance owed. The guarantor (Andrew) paid the entire family's balance but the payment was only applied to his balance. Thus Andrew has a negative balance but Amber still shows a balance owed. To clean up the family balances, transfer Andrew's negative balance amount to Amber.
Example 2: One provider has a negative balance while other providers have a balance owed. A payment was entered for the entire family balance, but only allocated to one provider (DOC C). Thus DOC C has a negative end balance but DOC A still shows a balance owed. To allocate the income to the correct provider, transfer DOC C's negative balance amount to DOC A.