Migrating an existing balance into Medisoft?

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drk
Posts: 155
Joined: Sat Oct 11, 2014 11:40 am
Location: Boston, MA

Migrating an existing balance into Medisoft?

Post by drk » Mon Nov 24, 2014 9:29 am

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.

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Gavin Walker
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Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Migrating an existing balance into Medisoft?

Post by Gavin Walker » Mon Nov 24, 2014 6:38 pm

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.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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