Prepay Migration

Allocate a legacy credit to a package

Turn a patient's legacy dollar balance into one or more real prepay packages.

1. Find the patient's row (pending and partial rows float to the top) and click its Allocate button.
2. In the Allocate Legacy Balance dialog, read the blue banner showing the Legacy prepay balance and Legacy tier: badge.
3. Under Package allocations, open the Select a defined package… dropdown and choose the real package this balance becomes (the suggested tier package is at the top).
4. Adjust the Amount field if this package should get only part of the balance, and click Add package to split across more packages.
5. Optional — in the package row's Authorized users area, click Add family member…, type a name, and click it to add them as a badge.
6. Watch the live banner at the bottom until it reads ✓ Fully accounted (green), then click Save allocations.

💡 Tip: Each package can be used on only one line. The patient is always an Authorized user and cannot be removed.

Write off part of a balance

Absorb a legacy TPS rounding or error so the full balance reconciles.

1. In the allocation dialog, scroll to the dashed Write-off (accounting adjustment) box.
2. Enter a dollar amount in the $ field — this money is recorded as written off and is not spendable.
3. Type a reason in the Reason (required for a write-off) box.
4. Confirm the live banner reads ✓ Fully accounted, then click Save allocations.

💡 Tip: A write-off always needs a reason — leaving it blank shows "A write-off requires a reason." and blocks saving.

Save a partial allocation

Save progress when you intentionally leave some of the balance unaccounted.

1. In the allocation dialog, allocate only some of the balance and leave money unaccounted.
2. Note the amber Remaining … banner and the Save partial button that appears next to Save allocations.
3. Click Save partial. The credit's status becomes Partial and the row shows the unallocated amount in amber.

💡 Tip: Partial credits count as unresolved — you must finish them before you can sign off the batch.

Re-allocate or fix a credit

Change packages, amounts, users, or the write-off on a credit that's already mapped.

1. On any credit that already has allocations, click its Re-allocate button.
2. The Re-allocate Legacy Balance dialog opens pre-filled with the current split. Change packages, amounts, authorized users, or the write-off.
3. Any slice already spent at checkout is greyed out with a Used at checkout — this slice can no longer be changed. note and cannot be edited.
4. Click Save allocations (or Save partial).

Skip a single credit

Abandon a balance, converting it at $0 (not recorded).

1. On a pending row, click the Skip button in the Actions cell.
2. In the confirmation pop-up, click OK to convert the balance at $0.
3. The row moves to Skipped and a "Skipped" toast confirms it.

💡 Tip: You can also skip inside the dialog with Skip (leave $0), but only while the credit has no allocations yet — otherwise remove all allocations first.

Bulk-skip small pending balances

Clear small or stale pending credits in one action.

1. In the Bulk triage card, set the Skip pending at/below dollar field (default 5) to your cutoff.
2. The button updates to show how many credits qualify and their total, e.g. Skip 12 ($38.40). Click it.
3. In the pop-up, click OK to convert them at $0. A "Bulk skipped" toast confirms how many were cleared and the reconciliation summary updates.

Sign off and activate the batch (go live)

Make every reconciled credit spendable at checkout.

1. Resolve every credit first — the reconciliation summary must read ✓ All credits fully accounted — reconciled with no pending or partial credits.
2. In the amber staged banner at the top, click Sign off & activate.
3. In the confirmation pop-up, click OK to make the staged credits spendable at checkout.
4. An "Activated" toast confirms the count and total, and the header shows a sign-off line with your name, date/time, and activated and written-off totals.

💡 Tip: Accounts stay at $0 and unspendable until you both allocate them and click Sign off & activate — allocating alone is not enough. The activate button stays disabled while anything is unresolved.