AVImark provides different options when transferring accounting to another client. Understanding what each field does, will help your staff choose the most appropriate entry.

To Transfer an invoice:

1. Open the Accounting window of the correct client.
2. Highlight the invoice or to transfer multiple invoices hold the Ctrl key down on the keyboard and left-click on each invoice needing transferred.
3. Right-click, Transfer
4. Choose if you are going to do an account adjustment (Adjustments Only) or Move the Entry. The Adjustments Only allows only the invoice line to be transferred over as an account adjustment.
5. If you wish to Move the Entry here are the following options to choose from:
   • Hold Patient Name –The original patient name will be held. A good option if the client had been split billed incorrectly.
   • Clear Patient Name – The patient name will be cleared from the invoice. When a client is accidentally charged with an Over the Counter entry, a patient name would not be needed.
   • Retrieve Patient Name – If charges were posted on an incorrect client, medical history must be moved first, then when transferring the invoice the correct patient name will be retrieved.
6. Once you have selected the appropriate choice click Done.

When transferring invoices, the invoice will move into the appropriate position based upon date. All accounting, including balance brought forward will be readjusted accordingly.

The original clients accounting window will now contain an entry with the description of the transferred invoice number and the clients account number it was transferred to. 

If you have any questions, please contact our friendly technical support staff at 1-877-838-9273 opt.1. We are always ready to assist you.