Entering Your Initial Balances

When transitioning to BillingTracker from another system, you may wish to carry over open patient balances.

Importing Initial Balances

  • Go to BillingTracker > Setup -> Initial Patient Balance
  • Select a patient from the Patient Find form.
  • Click Accept
  • Enter the Initial Balance.
  • Check Assign the Full Balance to the Patient or uncheck to leave the balance unassigned.
  • Enter all required fields.
  • Save.
  • Repeat for additional patients.
Tip: You can also access this feature by going to ClinicTracker > Patient Contact > Actions
Tip: You can assign unassigned balances by going to BillingTracker > Manage Accounts > Balance Assignment Tab. 
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