The following instructions are to transfer by line item from an insurance invoice to a patient's invoice.
- Open an Authorized insurance invoice.
- Click 'Transfer Items.'
- In the Transfer Items modal, select a Transfer Reason. See Example
- For Transfer to Patient, verify the default of Existing Invoice and the most recent invoice meet your needs. Make changes to these defaults, if needed. See Example
- Input an amount into the Transfer column for each line item, as needed to your situation.
- Click 'Save.' Note: This action creates the transfer to the patient's invoice.