Bringing A Payer Balance Over From Old Software, and Applying An EOB To It

First we will need to bring the payer balance over from the old software (steps 1-6), then we will go over how to apply an EOB to that balance/past charges. Before starting, insurance must be placed into the patient's file > Insurance tab.

Step 1) Go to the patient's file, Ledger tab, Charges tab

Step 2) Click the Balance Fwd button to bring the balance over from the old software

Step 3) On the Primary Owes box, first select the appropriate insurance company

Step 4) Then type in the amount that the insurance owes. You are welcome to place in notes about the balance as well.

Step 5) Click Save

Step 6) After saving, the Balance forward will show up just like a charge/cpt code would, within the Ledger tab > Charges tab, and it will say 'Balance forward' with the date that you chose to place in box 'date transferred into your software', and the amount will show in Charge column

Once you have brought the balance over, then you can apply an EOB to this balance by:

Step 7) Go to Billing section

Step 8) Select Post New EOB

Step 9) Put in the info that was on the check (date, amount, clinic to post to, ect.)

Step 10) Click Next

Step 11) Select the patient you added the balance forward to, click Next

Step 12) Select the date you entered for the balance forward, then click Apply Date Filter button 

Step 13)  The balance forward charge that you placed in the patient's ledger, will them show up to all you to enter payment towards it

Step 14) Click Next to complete the EOB

- Support Information -

 If you have any questions or need assistance with this process please contact Support by:

Live chat: Click the 'Support Portal' button in your main toolbar (on left-hand side) within the 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***

Phone: [phone]

Email: [e-mail]