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Post by KizerOpt on Jan 21, 2016 14:47:11 GMT -6
When making an insurance adjustment, you can select invoice balance for write off, transfer to patient or transfer to insurance, but you cannot transfer invoice balance from patient to insurance. Please fix this, that is a handy feature. When I transfer balances for Collections and there are multiple dates of service, transferring the Total Balance shows payments on the other invoices which looks as if they are paid by the patient, until you research each of them.
Karen |
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Post by Kristen on Jan 21, 2016 18:05:27 GMT -6
Karen, Correct me if I misunderstand your post but there is an option to transfer patient balance to insurance in the Insurance Adjustment screen. Your 4 options are:
1. Write Off
2. Insurance to Patient
3. Insurance to Insurance
*4. Patient to Insurance
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Post by KizerOpt on Jan 25, 2016 10:36:58 GMT -6
Yes, those are the options, but when you select #4, it does not give the option to transfer INVOICE balance, only total balance. That's what I'm asking about.
Karen
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Post by Kristen on Jan 25, 2016 10:57:30 GMT -6
Ahh, I understand now. I will submit this as a request.
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