How to Transfer Insurance Excess to Patient

Note

This article relates to both the TM2 and TM3 versions of the desktop software

Transferring Insurance Excess to Patient

If an insurance company does not pay the complete amount of a patient's invoice, you can very easily transfer the outstanding amount from the insurance company's account to the patient's account:

• Open the insurance company invoice
• [Bill Remaining To Patient] (at the bottom of the window)

This will create a Billing Item in the patient's account for the unpaid amount and a discount on the insurance company's invoice so that it is now fully reconciled.

Automatically Creating the Patient Invoice

• Select whether to 'Bill the full remaining amount' or enter a manual amount.
• Description 'Transferred from Invoice 514' is what the new billing-item description will be and will be displayed on the Patients invoice when added.
• You can customise this text. See section below 'Text Shown On Transferred Billing Item'
• Selecting the 'Create Invoice now' option will immediately create and an Invoice in the patient record for the remaining amount.