PracticeWorks: Splitting an Account and Changing the Responsible Party

Document created by tshaw Employee on Aug 19, 2016
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Follow these steps to split an account and change the Responsible Party:

1. Go to each person's clipboard and verify that their Lives with, Address, Phone Numbers, and Marital status settings are up-to-date.
2. On the clipboard that does not already have the Responsible Party set to Self, change it to Self.
3. Click Yes when the Confirm Split from RP window appears.

 

The software will automatically create a new Ledger Card for this patient. Their previous treatment will appear on it, but is grayed out with no dollar amounts. This is normal.

 

These same treatments will remain listed on the Ledger of the patient's former Responsible Party, but with all the dollar amounts intact and with the word (Split) after the name of the separated patient.

 

If it is necessary to move any or all of the old ledger's outstanding balance over to the newly created account, do it manually by means of adjustment codes. Follow the steps below:
1. Open the Ledger of new, separated account.
2. Click Add Entry.
3. With the cursor in the Description column for the new entry, press Tab on the keyboard to display the Transaction Code List.
4. On the Transaction Code Pick List, select Adjustment Codes.
5. Highlight an appropriate adjustment code for adding the transferred amount to the new separated account. (If no such code exists, click Add to create one. For example, name it "XFER-IN", and select "Increases balance").
6. Click OK to select the proper code.
7. Post the transferred amount as a Charge on the new Ledger.
8. Close this Ledger and go back to the old Ledger.
9. Click Add entry.
10. With the cursor in the Description column for the new entry, press the Tab key on the keyboard to display the Transaction Code Pick List.
11. Highlight an appropriate adjustment code to use for crediting the original Ledger with the amount which was just billed onto the new separated account. (If no such code exists, click Add to create one, for example name it "XFER-OUT", and select "Decreases balance").
12. Once the proper code is selected, click OK.
13. Post the transferred amount as a Credit on the original Ledger.

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