By default, the Encounter balance auto-transfers to the next responsible party during Insurance Payment posting unless otherwise designated by the User.
- If the balance is not in the correct responsibility, it can be moved manually.
Example: The Payer rejects the claim because the Insurance has been terminated.
- If you have no other Insurance information, the balance can be transferred to the Patient.
Transfer An Encounter Balance to the Patient
- Attach to a Reference Batch.

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

- Post Date: Defaults from Reference Batch.
- Transfer From: Select the Payer to transfer the balance from
- Transfer To: Select Patient on the right.
- Add a Note if applicable.
- Save as a Billing Note: Select the checkbox if you want the Note to display on the Encounter as a Billing Note.
- Select Save [F2].

Transfer Encounter Balance from Patient to Insurance
- Attach to a Reference Batch.

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

- Post Date: Defaults from Reference Batch.
- Rebill: Select the checkbox to bill the Insurance.

- Transfer From: Select the Patient to transfer the balance from
- Transfer To: Select Payer on the right.
- Add a Note if applicable.
- Save as a Billing Note: Select the checkbox if you want the Note to display on the Encounter as a Billing Note.
- Select Save [F2].

Partial Balance Transfer to Patient
- Attach to a Reference Batch.

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

- Post Date: Defaults from Reference Batch.
- Transfer From: Select the Payer to transfer the balance from
- Deselect the Charge Balance not to send to the Patient.
- Transfer To: Select Patient on the right.
- Add a Note if applicable.
- Save as a Billing Note: Select the checkbox if you want the Note to display on the Encounter as a Billing Note.
- Select Save [F2].

Mass Transfer Encounter Balances to the Patient
- Attach to a Reference Batch.

- On the Patient Dashboard, select Transfer Balance to Patient from the Select Action dropdown.

- Select the checkboxes for the Encounter balances you want to transfer to the Patient.
- Select Apply.

- Enter a Note.
- Select Save (F2).

Transfer Encounter Balance from Insurance to Insurance
Balance Transfer can be used 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.
- There must be a payment and/or adjustments posted to the Primary before sending to the Secondary Insurance.
- 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.
- On the Encounter Dashboard, select the Balance Transfer button.
- Post Date: Defaults from Reference Batch.
- Rebill: Check if you want the claim to Rebill automatically.
- Transfer From: Select the Payer checkbox on the left where the balance currently resides.
- Transfer To: Select the Payer checkbox on the right where the balance should be moved.
- Transaction Note: Enter a Note if applicable.
- Save as Billing Note: Select the checkbox for this Note to appear on the Encounter Dashboard as a billing note.
- Select Save [F2].

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Tags: balance transfer