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Kareo Help Center

Transfer Balance to Patient or Payer

If it's necessary to transfer a balance to a patient or a payer, you can do so manually through the Edit Payment task.

arrow_orange.jpgTo transfer a balance

  1. Click Encounters>Find Payments.
  2. Double-click the record to open it.
  3. Click the Apply tab.
  4. Click the service line to select for the balance transfer.
  5. Click More + in the lower right of the window.
  6. Select the appropriate option:
  • Transfer Balance: In the drop-down menu, select where you want to transfer the balance to and enter the amount in the field provided; you will only see one option depending on who is currently responsible for the balance. For example, if the insurance has responsibility, you will only have the option to transfer the balance to the patient and vice versa.
  • Transfer Partial Balance to Patient Responsibility: Enter the amount in the blank field provided.

 

Transfer balance 2.png

  1. Select the option for where you want to transfer the balance. The available option in this field is based on who is currently responsible for the balance. For example, if the insurance has responsibility, you will only have the option to transfer the balance to the patient, and vice versa.
  2. Select the reason for the balance transfer from the drop-down menu.
  3. Click Post.
  4. Click Save.

arrow_orange.jpgTo bulk transfer a balance for multiple claims

  1. Click Encounters>Find Payments.
  2. Once you find the payment, double-click the record to open it.
  3. Click the Apply tab.
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