Transfer by Line Item from Insurance Invoice to a Patient's Invoice

The following instructions are to transfer by line item from an insurance invoice to a patient's invoice.

Instructions

1. Open an Authorized insurance invoice.
2. Click 'Transfer Items.'
3. In the Transfer Items modal, select a Transfer Reason. See Example
4. For Transfer to Patient, verify the default selection of Existing Invoice and the most recent invoice that displays in the field meet your needs. Make changes to these defaults, if needed. See Example
5. Input an amount into the Transfer column fields for each line item, as needed to your situation.
6. Click 'Save.' Note: This action creates the transfer to the patient's invoice.