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Kareo Help Center

Forward Balance

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

  1. Create a self-pay case for the patient.
  2. Then create a new encounter for the patient.
  3. Case should be Self-Pay.
  4. Enter 1 in Procedure.
  5. Enter the balance in Unit Charge.
  6. Enter in any diagnosis code.
  7. Click Approve
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