Move a Claim Credit between Claims

If there is a patient overpayment (credit) on a patient's claim, that credit may be moved to another claim which still has an outstanding balance. This is a two-step process.

Step One

  1. Open the Patient Transaction History for the claim with the overpayment.

  2. Right click over the Claim Number at the top right of the screen, and select Add Payment.



  3. Select the line item which has the credit, then enter the Deposit Date (usually the current date) and a Paid By of Responsible Party/Patient.



  4. Skip the Payment line completely.
  5. On the Adjustment line, enter a POSITIVE amount equal to the amount of the credit being moved. Select an appropriate Adjustment Type; there should be one called either Moved Payment or Transferred Payment as an option. If you need something different, a custom type can be added.
  6. Click Post.

Step 2

  1. Open the Patient Transaction History for the claim receiving the transferred overpayment.

  2. Right click over the Claim Number at the top right of the screen, and select Add Payment.


  3. Select the line item which has the credit, then enter the Deposit Date (usually the current date) and a Paid By of Responsible Party/Patient.


  4. Skip the Payment line completely.
  5. On the Adjustment line, enter a NEGATIVE amount equal to the amount of the credit being moved. Select the Adjustment Type which matches the type used in Step 1.

  6. Click Post.