Transferring a Channel Booking - hmislk/hmis GitHub Wiki

Transferring a Channel Booking (Bill Session Transfer)

A bill session transfer moves an existing channel booking bill from one session instance to another. This differs from rescheduling in that the original bill is directly reassigned to the target session rather than creating a new linked booking.

When to Use a Transfer

Use a transfer when:

  • A session is cancelled and all bookings need to move to a replacement session on a different date.
  • A patient's booking needs to move between two sessions run by different consultants (e.g., a locum covering for the original consultant).
  • An administrative correction is required to assign a bill to the correct session.

Use Reschedule instead when a patient calls in advance to change their appointment date and the original booking should remain on record as "rescheduled."

Navigation

Menu → Channelling → Channel Booking View (or Channel Booking — By Dates)

  1. Select the session containing the booking to be transferred.
  2. Locate the patient in the bookings list.
  3. Click Manage Booking.
  4. On the Manage Booking screen, select the Transfer option.

Alternatively, for bulk transfers, use:

Menu → Channelling — look for Channel Bill Session Transfer if visible in your configuration.

Transfer Process

  1. Select the target session instance — choose the consultant, date, and session from the available sessions.
  2. Review the transfer details:
    • Original session: consultant, date, serial number
    • Target session: consultant, date
  3. Confirm the transfer.

The system will:

  • Reassign the bill from the original session to the target session.
  • Assign the patient the next available serial number in the target session.
  • Mark the original session's booking slot as transferred.
  • Preserve the original bill number and payment records.

Difference Between Transfer and Reschedule

Transfer Reschedule
Original booking record Reassigned (no separate "rescheduled" flag) Marked as "Rescheduled" and kept
New booking record Same bill, new session New linked booking entry
Use case Bulk/admin reassignment Patient-initiated date change

Restrictions

  • Cannot transfer into a Cancelled or Completed session instance.
  • Cannot transfer a booking that is already cancelled or refunded.
  • The target session must have capacity (Max No not exceeded).

Related Articles