Receipt Transfer Same Client - PM

Transfer a receipt from one guarantor to another.

myAvatar PM > Billing > Remittance Processing > Void/Transfer/Re-Print Receipts > Receipt Transfer Same Client

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

• A receipt must be defined in the Receipt Definition form.

• A receipt must be generated in a remittance processing form.

• The posting code associated with the remittance must have Yes selected in the Generate Receipt field of the Posting/Adjustment Codes Definition form.

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

2. Click View Ledger to display the Receipt Transfer Same Client 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.

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

6. 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 specific claim.
• Select Episode to display items associated with a client episode.
  • In the Episode field, select the specific episode.

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

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

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

10. In the Guarantor field, select the guarantor.

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

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

13. In the Posting Code field, select the posting code.

14. Click Update Temporary File.

15. Click View Temporary File to display the Receipt Transfer Same Client Temporary File screen.

16. Click Submit.

► Registry Settings

• Allow Partial Receipt Transfer

• Allow Partial Receipts