If insurance is paying the charges in full and a patient requests a copy of that information, it may be advantageous to create a patient invoice.
- Assign all charges to the insurance invoice.
- Open the insurance invoice.
- Click 'Transfer Items.'
- In the Transfer Items modal, click 'Transfer' for the Transfer Type and select the appropriate option from the dropdown menu. Note: See Balance Transfer Reasons to add options to the dropdown menu.
- Check the box for "Include All Items in Transfer."
- Click 'Patient' for Transfer To and select the radio button for "New Invoice."
- Click 'Save.'