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Transfer Payments Between Accounts

If you accidentally post a payment to the wrong account, you can easily transfer it to the correct account via the patient ledger.

Transfer Payment vs Refund vs Reversal - If you accidentally post a payment to the wrong account, use the Transfer feature to move the payment to the correct account. In contrast, if someone has paid too much on an account, use the Refund feature to either refund the money to the responsible party, or transfer the funds to another account. Finally, if you posted a payment for the wrong amount, or posted a payment unintentionally, or need to completely remove a payment for any reason, use the Reversal feature.

Open the Patient Ledger Open the ledger of the patient with the incorrect payment. You can open this feature in multiple ways: Use the method that's most convenient for you. If a patient folder is not already open, you will use Fast Find to choose the patient to work with. Otherwise, ViewPoint will default to working with the currently selected patient.

ViewPoint Toolbar Ledger.

ViewPoint Shortcut Menu View > Ledger. (Or, press Alt+V on your keyboard to open the View menu options.)

Post Transaction Window Click the Ledger button. (Or press Alt+L on your keyboard from the Post Transaction window.)

Patient Fingerprint - You can enable patients to open the ledger when they touch the fingerprint sensor installed at your workstation. See "Set Up ViewPoint Properties" for details.
Initiate Transfer Right-click the payment you want to transfer to another account, and select Transfer. Then use Fast Find to search for the correct account. (You cannot transfer a payment that was posted as part of a bulk payment.)
Finish Edit the transaction descriptions, if needed, and review the details. Click Ok to confirm your action, or click Cancel to exit without completing the transfer.

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