The Balance forward area allows you to bring an outstanding balance from your previous software into your new database. After the balance has been applied to your database, you can post patient payments that will apply to the balance and apply Insurance EOBs as well.
To enter a balance forward:
Go to the patients file -> Leger Tab -> Charges Tab -> Balance Fwd Button to the Right.
You will now enter the balance details. Enter the Date Transferred- This date will display as the date of charge. Then tell the system who owes this balance. Is this balance Patient, Primary, Secondary or Tertiary Responsibility and enter any notes that you may want associated with this balance.
The 1st box is for in office notes only and the 2nd will print on the patient statement if you would like to explain the balance and have it show.
When you are finished select Save.
Now your balance will display on the patients ledger and charges tab as owed. If the payer valance did not show up right away please close out of the patient's file and then reopen it to get it to appear.
If you realize this Balance Fwd was entered in, incorrectly, you can scroll to the far right of the charge and select the Red X to delete and start over.
- Support Information -
If you have any questions or need assistance with this process, please contact
Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within your software, click the green 'Support' box in bottom right of screen. Hours of operation are M-F 8am-6pm CST.
***This has the fastest response time***
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