When you switch EHRs, some patients may have outstanding balances from your previous EHR that you will want to input into their ChiroUp record. 

Here's how to add a patient balance: 

1) First, we need to enable balance transfers in your Clinic Settings. Click on the profile icon in the top right corner and select Clinic Settings. 

2) Select the Billing tab and under Global, check the box for Enable Balance Transfers.

3) Now that you've enabled balance transfers, navigate to the patient's record to which you want to add a balance. 

4) Select the Transactions tab. 

5) Click the green Balance Transfer button. 

6) Enter balance details: amount, description, reference number (optional), and associated provider (optional). 

7) Click Create. 

8) The patient balance has now been added to the patient's account! The patient can pay on this balance like they would any other purchase. 

💡Pro tip:

Click on the balance transfer to edit or delete it.