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.
1. Open the Ledger from the Patient tab
2. Click on the Invoice row to expand the invoice to see all items and transactions
3. Click to select the row you want to make a change > Click Transfer Responsibility button
4. The Transfer Responsibility window opens > at the bottom click Patient>Ins button
5. Select the reason and the Inusrance to transfer the amount
6. Click Save
7. The Balance will be transferred and reflected on the Ledger
