If a card payment was posted to the incorrect account, is there a way to transfer the payment to the correct patients account?

In order to properly allocate financial calculations to the correct provider:

• the amount of the posted payment must be removed from the wrong provider and patient
• the amount of the posted payment must be transferred to the correct provider and patient

To correct the Ledger transactions so that the proper provider receives benefit for the associated payment, several adjustments will need to be entered:

• AR010 – TRANSFER - Payment From - Account where the payment was posted in error 
• AI010 – TRANSFER - Payment To - Account where the payment should reflect 

Remember that adjustments are:

• Patient specific – ensure you have accessed the correct patient record while entering an adjustment
• Provider specific – ensure that the correct amount for the correct provider is entered
• Location specific – if the practice is a multi-location practice, ensure that the proper office is active when entering an adjustment