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.

Create a Balance Forward

To create a balance forward for a client, go to:

  • Clients (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 on the left
  • Ensure Balance Forward is selected in the center
  • Adjust the Label and Note as needed (example shown below):

  • Click when done
  • On the next screen review and confirm, then click

Example of a Balance Forward: