Share Credit Between Patients

Learn how to share credit between two patients, such as family members or friends

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• A video on how to share credit
• Step by step visual instructions on how to share credit
  
  

You may have a scenario where one patient needs to transfer their balance to another patient.

For example: A parent purchases your family package plan. As a result, you need to add credit to their son or daughter's file in your system.

We can easily adjust our patient balances by removing the credit from one account with a "balance transfer" product sale, and then apply it to another account by "receiving a payment."

Step 1: Add an Inventory item

• Create a unique inventory item for balance transfers
  
  
  

Step 2 : Process a Product Sale

• Make a product sale to remove the total credit from the parent account.
  
  

Step 3 - Add to the Child's Credit

• Click the Add to Patient Credit button
  
  
  
  
• Add the appropriate amount into the child's patient credit.

Note: Within the Description box, you can add a note so that you can trace this transfer in the Transactions by Date Report. 

If you have any additional questions, please reach out to us at support@unifiedpractice.com.