How to transfer responsibility from a Patient Payment to an Insurance after the invoice has been posted
If a Rx Order or Professional service has been posted to an invoice as Private Pay by mistake you can transfer the amount easily from the Ledger.
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1. Open the Ledger from the Patient tab
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2. Click on the Invoice row to expand the invoice to see all items and transactions
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3. Click to select the row you want to make a change > Click Transfer Responsibility button
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4. The Transfer Responsibility window opens > at the bottom click Patient>Ins button
5. Select the reason and the Inusrance to transfer the amount
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6. Click Save
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