The following instructions are to transfer in bulk from an insurance invoice to a patient's invoice.
Instructions
- Open an Authorized insurance invoice.
- Click the ellipsis icon. See Example
- Select Transfer.
- In the Transfer Balance modal, input the amount in the Patient field, and select a reason from the dropdown menu. See Example
- Click 'Save.'
- This action transfers the amount input in step #4 to a new patient's invoice.
- The insurance invoice includes a line item with a Code of Transfer-out and a Description of Transferring Amount. The Balance column displays the amount from step #4 as a negative.
- Hover your cursor over Transferring Amount to display additional information that includes the patient's invoice number.
- The patient's invoice includes a line item with a Code of Transfer-in and a Description that is the reason from step #4. Hover your cursor over the Description to display additional information.