Transfer Insurance Balances

With the Transfer Insurance Balances function, you can automatically transfer insurance balances to patient balances. An entry is made in the patient's insurance ledger to indicate that the balance was transferred. CGM webPRACTICE stores the User Code of the User performing this function.



Data Field Information
Prompt Response Req Len
All or Select Billing Groups Select the option you want to indicate transferring balances on all billing groups or on a select billing group. 1
Billing Group Type the code you want, click the magnifying glass to search the table or leave the field blank to include all billing groups.   3
Charges older than Type the number of days (in 15 day increments) to indicate the age of the charges (based on the accounting date) that you want transferred to the patient's responsibility. 3

A message displays informing you that the last transferred balance file will be deleted.



The transfer of balances automatically begins and completes in the background so you can continue working. You can then print a report of all of the transferred balances using the Print Transferred Balances function.