Transfer Balances to Patients

When allocating an insurance payment, you can transfer a remaining balance back to the patient from the Transactions module > Insurance Payment tab.

Tip: If necessary, you can also write off a portion of the remaining balance using the available fields.

Example: The claim is for $100 and the insurance company sends back a payment for $80. You want to transfer $10 of the charge back to the patient and write off the remaining $10.

To transfer a balance to a patient:

  1. From the Applying Ins. Payment window, modify the Apply field to the amount being paid by the insurance company.

    2. Tip: If not covered at all, enter 0.00.

  2. From the drop-down field, select Transfer and in the applicable text field, enter the dollar amount you are transferring.
  3. Click the Reason ellipsis to select a reason from the Adjustment Codes window.
  4. In the Description field, enter the EOB denial explanation associated with the Reason.
  5. From the Transfer To drop-down field, select Patient.
  6. Confirm the Balance field displays 0.00 and click Apply.