Paysplit Allocation

Payment splits (paysplits) can be allocated to a different procedure as long as they are not associated to an accounting entry (Accounting). To edit paysplits older than 24 hours or attached to an accounting entry, transfer income instead (Income Transfer).

Note: We recommend only changing paysplits on the same day the payment is created to avoid changing historical records.


Allocate a Paysplit to another Procedure (same day)

  1. On the Payment, double-click the paysplit to open the Payment Split.
  2. Under Procedure, click Detach to remove the current procedure from the paysplit.
  3. Select the family member to allocate the paysplit to.
  4. Click Attach to select a new procedure from the Select Procedure window. Select the procedure and click OK. The clinic and provider will automatically update based on the procedure.
  5. Click OK to save the paysplit.
  6. Repeat steps 1 - 5 for each paysplit that needs changed.
  7. Click OK on the Payment window to save changes.

Allocate a Paysplit to another Procedure (older than today or associated to an accounting entry)

This is also called an income transfer.

  1. From the patient's Account Module, click the Payment dropdown, Income Transfer. The Payment window will open with a $0 amount and None (Income Transfer) payment type.
  2. Create a paysplit to subtract the income from the incorrectly allocated procedure.
    • Check Show all Charges and select the procedure the original payment was allocated to.
    • Click Add Partials and enter a negative amount to subtract from the procedure.
    • Click OK to create the paysplit.
  3. Create a second paysplit allocated to the new procedure.
    • Select the procedure from the Outstanding Charges list.
    • Click Add Partials and enter a positive amount.
    • Click OK to create the paysplit.
  4. Repeat steps 2 and 3 until all paysplits are properly allocated.
  5. Once the sum of all paysplits equals zero, click OK to save the transfer.

Allocate a Paysplit to a Payment Plan

  1. On the Payment window, double click a paysplit or click Add Split to open the Edit Payment Split window.
  2. Enter the Amount.
  3. Verify the Clinic and Provider.
  4. Check the Attached to Payment Plan box. If more than one payment plan exists for the family, the Select Payment Plan window will open.
  5. Select the payment plan.
  6. Click OK to complete the payment split.

Change a Paysplit's Unearned Type

  1. On the Payment window, double click the paysplit to open the Edit Payment Split window.
  2. Use the Unearned Type dropdown to select a new unearned income type.
  3. Verify the Clinic and Patient are still correct.
  4. Assign a provider (optional). Useful to pay providers on unearned income.
  5. Click OK to save changes.