Create Patient Invoice When Insurance is Paying In Full

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. 

Instructions

1. Assign all charges to the insurance invoice.
2. Open the insurance invoice.
3. Click 'Transfer Items.'
4. 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.
5. Check the box for "Include All Items in Transfer."
6. Click 'Patient' for Transfer To and select the radio button for New Invoice.
7. Click 'Save.'