How do I post patient balances and credits to OP from prior system?

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To post patient balances to OP from a prior (legacy) system, follow the steps below:

1. Navigate to the patient's chart.
2. Click Charges in the Window Navigation Panel.
3. Click the New Claim button. The Add/Edit Charges window is displayed.
4. Click the SP button in the Payer(s) section of the window to clear the patient's insurance for the claim.
5. Select the Rendering Provider.
6. In the Diagnosis section of the window, search for and select a 'balance forward' diagnosis or another miscellaneous/administrative diagnosis code.
7. In the Add CPT field, search for and select BEGBAL (or another CPT code set up by the practice). 
8. In the Unit Chart and Charge amount fields, enter the amount of the patient's balance to be moved to OP. 
9. Click Save. If you click Save + Queue, the claim will be added to the transmit queue and will have to be removed.

To post patient credits to OP from a prior (legacy) system, follow the steps below:

1. Navigate to the patient's chart.
2. Click Credits in the Window Navigation Panel.
3. Click the New Credit button.
4. From the Pay Method drop-down, select Transfer (general). Selecting this method prevents the credit from looking like new revenue.
5. In the Patient Credit Amount field, enter the amount of the credit from the prior system.
6. Click Save. The credit is now available in OP for allocation to a patient balance.