How to Modify Insurance Payer and Make Transfers for Professional Services after Invoice is Posted
Example: This method will be used to make create a CO-PAY after an invoice is posted
NOTE: This transaction can also be preformed directly in the posted Invoice
1. Open the Ledger and locate Invoice > Click Invoice to Expand
2. Click to select the Professional Service > Click Transfer Responsibility button
Click anywhere on the Service row to highlight
3. Transfer Responsibility window opens > Enter the amount to transfer
In this case we want to transfer a $20 copay to Patient Responsibility. NOTE: you can not transfer directly to the CO-PAY field this can only be accomplished during before posting.
Enter amount > Select the transfer method > select the reason > Save
4. Transfer of "Balance" has taken place. To transfer to another Insurance, click the Transfer Responsibility button again
5. Transfer Responsibility window opens > Type in amount to transfer
Enter amount > Select the transfer method (Insurance to Insurance) > select the reason > Save
6. Transfer is complete
