Creating a Balance Forward
A Balance Forward is typically used when you are transferring from another system to TherapyAppointment.
Its purpose is to move either a charge or a credit balance on a patient's account that existed in your old system to TherapyAppointment. Once the balance forward is entered into TherapyAppointment, you'll want to adjust off the balance in your old system.
In this Article:
movie Walkthrough:
Create a Balance Forward
Go to:
- (left menu)
- Click on the client's name
- Click Billing (top tab)
- Click near the top:
On the next screen configure the balance forward details
- Enter the Amount (left side)
- Ensure Balance Forward is selected (center)
- Adjust the Label and Note as needed (right side)
- Example shown below:
- Click when done
- On the next screen review and confirm, then click
- Your balance forward has now been added
Example of a Balance Forward:
Delete a Balance Forward
Go to:
- (left menu)
- Click on the client's name
- Click Billing (top tab)
- Click on the date or label of the balance forward:
- Under the bottom section Invoice Charges & Details click the description column:
- Then click (bottom left) and confirm with the popup:
- Your balance forward has now been deleted