Balance Transfer

Balance Transfer

Overview

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

  1. Attach to a Reference Batch.

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

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

Transfer Encounter Balance from Patient to Insurance

  1. Attach to a Reference Batch.

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

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

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

Partial Balance Transfer to Patient

  1. Attach to a Reference Batch.

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

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

Mass Transfer Encounter Balances to the Patient

  1. Attach to a Reference Batch.

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

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

  1. Enter a Note.
  2. 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.

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

    

  1. Post Date: Defaults from Reference Batch.
  2. Rebill: Check if you want the claim to Rebill automatically.
  3. Transfer From: Select the Payer checkbox on the left where the balance currently resides.
  4. Transfer To: Select the Payer checkbox on the right where the balance should be moved.
  5. Transaction Note: Enter a Note if applicable.
  6. Save as Billing Note: Select the checkbox for this Note to appear on the Encounter Dashboard as a billing note.
  7. Select Save [F2].


Learn More

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Post DWs and Holds on an ERA




Tags: balance transfer




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