Balance Transfer

Balance Transfer

The balance auto-transfers to the next responsible party during insurance payment posting unless otherwise designated by the user.

 

 Transfer An Encounter Balance to the Patient
   

  1. Attach to a Reference Batch.
  2. On the Encounter Dashboard, click the Balance Transfer button.
  3. Post Date: Defaults from Reference Batch.
  4. On the left, choose the payer to transfer the balance from
  5. On the right, choose Patient.
  6. Add a Note if applicable.
  7. Click Save.

   

 Transfer Encounter Balance from Patient to Insurance 

  • Follow the steps above except choose Patient on the left and the Insurance on the right.

 

 Mass Transfer Encounter Balances to the Patient
   

  1. Attach to a Reference Batch.
  2. On the Patient Dashboard, select Transfer Balance to Patient from the Select Action dropdown
  3. Click the checkboxes for the encounter balances you want to transfer to the Patient.
  4. Click Apply.
  5. Enter a Note.
  6. Click Save (F2).

 

 Transfer Encounter Balance from Insurance to Insurance
   

You can also use Balance Transfer to transfer a balance from one Insurance to another Insurance. You have the option to automatically Rebill by selecting Rebill.

 

You cannot transfer a balance from the Primary Insurance to the Secondary Insurance and rebill.
  1. There must be a payment and/or adjustments posted to the Primary before sending to the Secondary Insurance.
  1. If the Insurance has changed, a new Insurance Profile should be created.
Example: A correct usage of transferring the balance from one Insurance to another is when a balance was transferred in error to the Secondary, but the Primary Insurance needs to be rebilled.

  1. On the Encounter Dashboard, select the Balance Transfer button.

  1. Rebill: Check if you want the claim to Rebill automatically.

  2. Select the Payer checkbox on the left where the balance currently resides.

  3. Select the Payer checkbox on the right where the balance should be moved.

  4. Click Save [F2].

      

 Learn More


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