How to Transfer an Insurance Balance to Another Insurance

This would be a situation when the wrong insurance was selected to begin with and needs to be corrected. Or, you are going to send a secondary or tertiary claim.

1. From the Patients Tab click the Ledger Tab > Invoice row

From the Patients Tab or Claims Tab, locate the invoice to update > click ot open.

2. Click the Transfer Responsibility button

Click the quick action button > select Transfer Responsibility

3. Select "Ins > Ins" button

Select "Ins > Ins" button

4. Add a Reason and click the dropdown to select another patient insurance.

Note: additional reasons can be added under Admin > Lists

Add a Reason and click the dropdown to select another patient insurance.

5. Under the Ins. Res. column heading, click in the field to type in the amount to transfer > Click Save

NOTE: you must transfer the TOTAL insurance amount. The system will reject a partial amount.

Under the Ins. Res. column heading, click in the field to type in the amount to transfer > Click Save