To move a patient from an existing account to his own account:
Select List > Patient.
Highlight the patient you want to move.
On the Options Bar, click Move Patient.
Click Yes on the message that reads Move this Patient?
Click Yes on the window that prompts you to create a new account.
If the patient has an outstanding insurance balance, the software will not allow the patient to be moved.
Depending on your preference, the primary insurance information for the patient can be carried over to the new account. Click Yes when prompted to carry over the primary insurance to the new account. Otherwise, click No.
Click OK on the message that reads Patient Successfully Moved... Press Any Key to Continue.
The patient has now been moved from the previous account into their own account. Note that the patient name will still exist in the original account, though they will be marked as INACTIVE and their first name will be followed by an underscore ("_").
Additional Information:
You should not move patients with active payment plans to their own account until the plan is cancelled or completed, as this can cause transaction problems when payment plans need to be run.
While you can move a patient from one account to another, it is important to remember that for accounting reasons, the transactions are not moved to the new account with the patient. Only a single line item transaction indicating the balance will be present for the patient in the new account. You can view the patient's old transactions in the patient's Transaction History, which is accessed from the Transactions window. All of the patient's images, documents, history, charting, and contacts are moved as well.
Patients cannot be moved until the outstanding insurance claims are finalized and estimated insurance amounts for the patient are taken care of.