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We are finally getting rid of Quickbooks and moving to Medisoft.

What is the best way to transfer an existing balance into Medisoft? I would like to have a single line on the top of our remainder statement that simply says "Balance Forward" and the amount entered manually from QB. I do not want this amount accidentally billed to any insurance.

My own inclination is to create a fake (SELF) payer and somehow (how?) have it not show up in revenue manager (or end up with the clearinghouse). Any ideas appreciated. Thanks.

I would create a new procedure code "BALFWD" for "Balance Forward" and give it a procedure type of "Billing Charge" and mark it "Patient Only Responsible" just to keep it from accidentally appearing on an insurance claim. Enter the Balance Forward into Transaction Entry with the appropriate date.