Identifying Balances After Splitting an Account

After a non-responsible patient becomes a Responsible Party, the new account has a zero balance. If there was a balance on the patient’s account before the promotion, it stays with the previous Responsible Party. When you access this party’s Ledger, charges for the other patient display with the word (Split).

The procedures display on the new account’s ledger for reference purposes, but with no associated charges. These entries are disabled and cannot be changed from this window.  You can right-click any of the grayed entries and select Split From from the pop-up menu. A message is displayed telling you where the entry came from.

Any changes to these transactions must be made from the ledger of the previous responsible party.

 

Related Topics

Accessing the Patient’s Ledger

Correcting Ledger Entries

Posting a Reminder

Promoting a Patient to a Responsible Party

Printing the Ledger for Individual Patients

Posting Insurance Payments