Post Patient's Debit Balance from a Previous System

The following instructions are to post a patient's balance from a previous system.

Instructions

1. Access Patients > search for and open a patient > Account.
2. Click '+ Patient Invoice.'
3. In the Select Encounter modal, click 'Skip.'
4. Click the ellipsis icon. See Example
5. Select Add Adhoc from the dropdown menu.
6. In the Add Adhoc Item modal, in the Description field, input "Balance Forward From Previous EHR." Note: Each office can input a different message in the Description field, however, our recommendation is be consistent.
7. In the Unit Price field, input the debit balance. Note: Tax Rate is an optional field, see Sales Tax - Add to Admin.
8. Click 'Save.' See Example