This details how to transfer one patient's super saver balance to another patient to pay for an order.

Search for the record of the patient you wish to transfer the balance FROM.

Click on the CL Mgmt button at the bottom of the screen.

This will load the Direct Debit/Contact Lens Summary Screen.

Click 'Modify This Px's Payments'.

This will load the Payments Received Maintenance Screen.

Enter the amount you would like to transfer in the 'Payment Amount' box with a minus (-) before it. E.g. -£100.00.

Select the relevant Payment Item in the drop-down.

From the 'Collection Method' drop-down, select the collection method that the patient uses to pay into their Super Saver.

In the notes section, write a note that you are transferring a Super Saver balance and which patient you are transferring it to.

Click 'Add' and then click 'Close'.

Next, go to the patient record for the patient you would like to transfer the money TO.

Click on the CL Mgmt button at the bottom of the screen.

This will load the Direct Debit/Contact Lens Summary Screen.

Click 'Modify This Px's Payments'.

This will load the Payments Received Maintenance Screen.

Enter the amount you would like to transfer in the 'Payment Amount' box e.g. £100.00.

Select the relevant Payment Item in the drop-down.

From the 'Collection Method' drop-down, select the collection method that you selected for the patient you are transferring the money from.

In the notes section, write a note that you are transferring a Super Saver balance and which patient you are transferring it from.

Click 'Add' and then click 'Close'.

This will have balanced out the payments between the two patient records.