1.7.1 Transfer Balance 

The Transfer Balance adjustment will simply move an amount from one column to the other on the Ledger Display (eg. Patient to Insurance, Vice-Versa). It does not affect the Bank Deposit.

In cases where a payment has already been applied to treatment (insurance or patient) it is necessary to unallocate the payment before proceeding with the adjustment

Transfer Balance

1. Click on the Adjustment tab in the Transactions module
2. Click New
3. Select Adjustment Type (Patient or Insurance)
4. Select Transfer from the Balance drop-down list
5. Select TB (Transfer Balance Owing) from the Code field
6. The Desc. (Description) field auto populates. It is recommended to overwrite the description with a brief explanation (eg. Ins paid 90%, Fl not covered)
7. In the Amount field, enter the Transfer Balance amount.
8. Click save.
9. The Adjustment Allocation window opens
10. Highlight the individual Treatment Line (not the Title/Bold Claim Line) the transfer is to affect
11. Enter the amount to transfer in the Apply Amt field
12. Click the apply button
13. Continue selecting treatment lines (not Title/Bold Line) and Apply until the Bal to Apply field is equal to 0.00
    Note: You can see the Balance and Amount applied in the last 2 columns of the Adjustment Allocations window.
14. Click Ok. The Transfer is now complete and will be reflected on the ledger