OrthoTrac: Transferring an Insurance Balance to the Responsible Party

Document created by tshaw Employee on Apr 11, 2016Last modified by tshaw Employee on May 9, 2016
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To post a financial adjustment to transfer the remaining balance from the insurance to the responsible party:


1.  From the main menu, select Functions > Financial Functions > Adjustments.  The Patient Lookup window is displayed.

2.  Select the patient.

3.  Click OK.

4.  Click Transfer.

5.  Select the Insurance to Responsible option.

6.  Verify that the correct Insurance displays in the transfer From Insurance field.

7.  Verify that the correct Responsible Party displays in the To Responsible field.

8.  Type the transfer amount in the Transfer Amt field.

9.  Press Tab.

10.  Verify the amount in the Transfer from: New column is $0.00.

11.  Verify the amount in the Transfer to: New column has been increased by the amount of the transfer.

12.  Click Post Transactions.

13.  Verify totals are correct by selecting Functions > Totals > View by Responsible Party.