Performing Financial Functions > Setting Up Contracts and Payment Plans
When you set up a contract for a patient with an existing balance, the Existing Balance Transfer window is displayed. This window displays the patient’s outstanding balance and enables you to indicate how much, if any, of the balance you want to transfer to the contract.
To transfer an existing balance to a new contract:
Type the amount of the balance you want to add to the contract and press Enter. The amount is displayed in the Total to Transfer field.
In the + New Contract field, type the total amount of the new contract and press Enter. The total of the transfer amount and the new contract is displayed in the Total Contract field.
Click OK. The Financial Functions — Contracts and Payment Plans window is displayed, and the balance amount is added to the contract total.
Setting Up Contracts and Payment Plans
Setting Up a Contract with Insurance or Multiple Responsible Parties