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Receipt Transfer Between Accounts - PM

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Transfer a receipt from one client/guarantor to another.

myAvatar PM > Billing > Remittance Processing > Void/Transfer/Re-Print Receipts > Receipt Transfer Between Accounts

  • Change the guarantor for a posted payment from one client to another.

  1. In the Client field, enter the client, and select.

  2. Click View Ledger to display the Receipt Transfer Between Accounts work screen.

  3. In the Receipt Number field, select the receipt number.

  4. Click Select Payment(s) to Transfer. The Select Payment(s) to Transfer screen displays. Select the payments, click Ok.

  5. In the Reverse Code field, select the reversal posting code.

  6. In the Client To Transfer To field, enter the client, and select.

The following fields control the display of the Select Item(s) to Post Against screen:

  1. In the Post By Claim or Episode field:

  • Select All Episodes to display all items in the screen.

  • Select Claim to display items associated with a claim.

    • In the Claim field, select the claim.

  • Select Episode to display items associated with a client episode.

    • In the Episode field, select the episode.

  1. In the Start Date field, enter the date.

  2. In the Stop Date field, enter the date.

  3. Click Select Item(s) to Post Against. The Select Items to Post Against screen displays.

  4. In the Guarantor field, select the guarantor.

  5. The Guarantor Balance For Service(s) field displays the guarantor balance.

  6. The Dollar Amount To Be Posted field displays the posting amount.

  7. In the Posting Code field, select the posting code.  A receipt is generated if the posting code associated with the remittance must have Generate Receipt selected (Posting/Adjustment Codes Definition form).

  8. Click Update Temporary File.

  9. Click View Temporary File to view the Receipt Transfer Between Accounts Temporary File screen.

  10. Click Submit.