Why do I have multiple invoices when I'm transferring items from insurance?

The most common cause of multiple invoices is due to creating a new invoice instead of selecting a patient's existing invoice.

Instructions

There are two ways to transfer items to a patient's invoice.

Option 1

1. Access Patients > search for and open a patient > Account > search for and open an insurance payer invoice.
2. Click 'Transfer Items.'
3. In the Transfer Items modal, ensure the radio buttons for Transfer To: Patient and Existing Invoice are enabled. Note: Existing patient invoices must be in Pending status to receive the transfer. 
4. Select the invoice to transfer to within the dropdown menu.
5. Check the box beside "Include All Items in Transfer." 
6. Click 'Save.' See Example

Option 2

1. Open an insurance invoice.
2. Click 'Receive Payment.'
3. In the Receive Payments modal, complete one of the following:
   • If posting a payment, enter payment information.
   • If not posting a payment and only applying a transfer, leave the Payment Amount field at $0.00.
4. Select the Items or Transfer column. Note: They open the same payment modal.
5. In the Payment Items modal, select the appropriate transfer reason. 
6. In the Transfer to Patient fields,
   • Click the radio button for New Invoice or Existing Invoice.
     • • If there are pending invoices available, the oldest invoice will default in the field.
7. Click '+ Add Transfer / Write-off.' Note: This action adds a display section on the invoice. See Example
8. Enter the amount transferring from insurance to patient. 
9. Click 'Save.' 
   • If you transfer to an existing invoice but you are not seeing a new invoice listed, you may have transferred to a pending invoice. Open the insurance invoice and ensure it is Active and Pending. Single click on the line item and remove the transfer. Transfer to the correct invoice.