What is the process to transfer undistributed self-pay payments?

The process to transfer undistributed self-pay payments involves moving the money to a different guarantor account while leaving it undistributed in the Professional Billing (PB) system. This option is appropriate because it allows for the flexibility of managing payments that have not yet been applied to any specific invoice or account.

When self-pay payments are initially received, they may not be immediately associated with a patient account if the patient has multiple accounts or there is uncertainty regarding which account should receive the payment. By transferring the undistributed payment to a different guarantor account, it maintains its status as undistributed, which allows for future allocation to the correct account once the appropriate patient or service has been determined. This helps in accurately tracking payments and ensuring that each patient's account accurately reflects any payments made on their behalf.

The other options focus on different payment handling strategies that do not apply to the scenario of managing undistributed self-pay payments, such as posting directly to accounts, issuing refunds, or reallocating funds for insurance claims. Each of these tasks is relevant to other billing processes but does not directly address the specific action required to manage undecided payments in the context of self-pay billing.