To forward a balance in Kareo, an encounter should be created for the patient with Procedure Code 1 – Balance Forward, and a self-pay case should be added to track the balance. Once a payment has been received, a patient payment can now be posted in Kareo for this specific encounter.
To forward a balance
- Create a self-pay case for the patient.
- Then create a new encounter for the patient.
- Case should be Self-Pay.
- Enter 1 in Procedure.
- Enter the balance in Unit Charge.
- Enter in any diagnosis code.
- Click Approve.