Pay Split Manager

Use the Pay Split Manager to complete Income Transfer when the Account Module Preferences, Enforce Valid Paysplits is set to Enforce Fully. Below is a description of the fields and areas of the window.

To open the Pay Split Manager:

  1. In the Account Module toolbar, click Payment, enter 0 as the payment amount and click OK. The Payment Window will open.
  2. Check None (Income Transfer) as the Payment Type. The Pay/Add Partials buttons will be replaced with Proc Breakdown button.
  3. Click Proc Breakdown.

Payment Amount: The total amount entered on the Payment window (must be zero to complete an income transfer).

Outstanding Charges: A list of all procedures, adjustments, and payment plan charges for the family with a positive or negative ending balance. To exclude procedures with a zero balance, uncheck Show Other Charges.

Current Payment Splits: List of positive and negative paysplits transferred from/to providers, clinics, patients, procedures, adjustments, pay plan charges, etc. Double-click a paysplit to edit.

Note: Current payment splits to adjustments and pay plan charges cannot be edited. Instead delete the pay splits and use the Partial button.

Frequently Asked Questions

The patient's pay plan charge is $100, but the Amt End is $75. Why?

The procedure only has a balance remaining of $75 because a previous credit was applied towards the procedure's balance (e.g. payment, prepayment, pre-existing credit). The pay split manager uses FIFO logic (first in, first out, by date) when applying a family's credits and disregards which procedures payments are attached too.

Adjustments are showing in the Outstanding Charges list even though they have been paid off. Why?

Payments are not directly attached to adjustments and therefore will continue to appear in the Outstanding Charges list until the total family credits is greater than the family balance up to the date of the adjustment. The pay split manager uses FIFO logic when applying a family's credits regardless which procedures payments are attached too.