Move Credit Balance to Other Service Line

Move Credit Balance to Other Service Line

When you review the claim transaction detail screen for the claims one charge line has a credit balance and the other has a charge amount for the same amount. These claims will need to have the credit moved to the other charge line.

Here are the steps to complete that update in the claim transaction detail screen.

From the Billing Applet>
  • Go to the Claim- General Tab
  • Click on the Patient Transaction History Icon just above the (...)
  • Enter a patient account # 
  • Click Enter
  • Double click on the open Date of Service
  • Single Click on the Patient Payment Line
  • In the box that opens below select the Transaction "Move Payment to Other Service lines"
  • Click Add to Preview
  • Click OK
  • Review and Click Commit Preview.

Please review and follow the steps above for each date of service of the patients listed in this ticket.

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