This help document will show you how you can enter an existing patient balance into your In Touch Biller Pro account. This will be necessary if you have patient’s with prior balances from your existing billing system, and they still need to receive an updated statement from your clinic.
How do I enter an existing patient balance in In Touch Biller Pro?
To enter an existing patient balance in In Touch Biller Pro, first go to the patient dashboard/chart.
Patient Charges
Once on the Patient chart you will want to enter charges for the existing balance.
Click on Enter Charges at the top of the chart
Appointment List
If the existing balance and associated charges are associated with an appointment that you have entered into the In Touch Biller Pro system, choose from the list of appointments available by clicking on the blue Date & Time on the left hand side.
Otherwise, click on the blue Proceed to Charge Entry up at the top
Charge Entry
Once you arrive at the CMS 1500 Charge Entry screen, you will need to choose Enter Non-Claim Charges to enter the existing balance information.
Non-claim Charges
To enter the existing balance:
- Choose your Rendering Provider
- Choose your Location (optional)
- Click to pre-fill the date range
- Enter your Code *codes for all non-claim charges should be set up using your Procedure Code Panel prior to entering existing balance information**
- Enter the existing balance amount in the Fee box
Once you are done, scroll down and hit “Save Charges”
Finalized Claim
Once you have saved the patient charges, the system will create and finalize the claim and it will appear under the claim history for the patient.
Patient Accounts Receivable
You can return to the patient dashboard to view the updated Patient A/R
You can also Generate Statements right from the patient dashboard, to print and mail for payment.
If you are entering multiple patient information, and prefer to run statements at the end; please refer to the training course about Patient Statements