MANSOQ Billing
Move a payment to another account
This flow describes how to move one or more payments from one account to a different account of the same patient. Use this flow when you record a payment against the wrong account. Pre-requisites - You recorded the payments for the patient at…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to move one or more payments from one account to a different account of the same patient. Use this flow when you record a payment against the wrong account.
Pre-requisites
- You recorded the payments for the patient at your facility.
- The payments are not tied to a specific invoice.
- The status of each payment is Active or Draft.
- The patient has another active account that receives the payments.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Write Payment Reconciliation | Move payments from one account to another account of the same patient. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission. |
Steps
1. Start the transfer
Open the account that holds the payments. Open the menu on the account page. Select Transfer Payment.
2. Select the payments to move
Select one or more payments that you want to move.
Note: You can select only payments that are not tied to a specific invoice. The status of each payment must be Active or Draft.
3. Select the destination account
Select the account that receives the payments. The destination account must be an active account of the same patient.
4. Confirm the move
Click Change Account.
Expected Outcome
- MANSOQ moves the selected payments to the destination account.
- MANSOQ updates the balance of the source account.
- MANSOQ updates the balance of the destination account.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.