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.
- 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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