Transaction Codes
If you do not have custom Transaction Codes set up to Manage Credit/Debit from an Old PM System, create them before continuing with the steps below.
- When posting the Balance Forward to the Encounter, use one of the Transaction Code methods below.
- If the Transaction Code has already been created, go to Step 3.
- Method 1: Create one Transaction Code to use for both debit and credits, such as BALFWD set up as a debit.
- Use a positive amount for money owed to you.
- Use a negative amount for money you owe the Patient.
- Method 2: Create two Transaction Codes to use for debits and credits (used in the example below).
Create the Transaction Code(s)
Debit Transaction Code
- Use the Debit Transaction Code for bringing forward a debit balance (the Patient owes you money), such as OSDEBIT (Old System Debit)
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Credit Transaction Code
- Use the Credit Transaction Code for bringing forward a credit balance (you owe the patient money), such as OSCREDIT (Old System Credit).
- (The System will automatically make this a credit when posting the Adjustment.)
Add the Balance from the Legacy PM to the Encounter
- From the Encounter Dashboard, select Post Adjustment link in the Balance panel.
- If this is done from the Patient Dashboard, you must choose the Encounter on the Post Adjustments screen before performing the next step.
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- Select Party 99:Patient.
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- Choose the Adjustment Code that has been created for the Balance Forward transactions.
- Enter the amount being brought forward from the Old PM.
- One Transaction Code Method: Use a negative amount for a credit and a positive amount for a debit.
- Two Transaction Code Method
- Choose the Credit Transaction Code for money that you owe the Patient, and enter the amount as a positive amount (do not enter a negative amount). The System automatically does this for you.
- Choose the Debit Transaction Code for money that the Patient owes you, and enter the amount as a positive amount.
- Select Save [F2].
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Move a Debit or Credit to an Existing Encounter
From the Encounter or Patient dashboard
- Select Post Adjustment.
- Post using the Custom Adjustment Code(s).
Example:
The patient balance before Old PM Balance Forward was $1162.13.
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A balance forward was done to bring over an Old PM balance of $150.00. The patient balance is now increased on this encounter to $1312.13.
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