Transfer Details Page
When viewing the Patient Ledger, you can double-click a Transfer transaction (labeled T in the TR column on the Patient Ledger) to launch the Transfer Details dialogTransfer Details dialog. The information shown on this dialog defaults in from the Patient Ledger.
Most fields on this dialog are read-only. You can, however, edit certain information. Some information may only be edited if the batch the transaction was posted into is still open.
To edit the Transfer Details Dialog
Make changes to any the following fields and then click Save to save your changes to this payment, Save & Print to print the information, or Cancel to discard your changes and return to the Patient Ledger:
- Transaction Date: Change the transaction date that will be posted to the transfer using the Transaction Date drop down menu.
- Journal Code: Select the journal code to be associated with the transfer.
- Active: Select this check box to indicate the transfer is active.
- Note: Enter any note you wish to add in the free text Note field.
- Print on Statement: Select the Print on Statement check box if you want the note to appear on the patient's statement.