If you have migrated to ChiroHD from another software, you may need to transfer patient balances or credits from your previous system to ensure accurate account records. Follow the instructions below to properly set up these balances in ChiroHD.
Important Information:
Check with Your Onboarding Specialist: During the migration process, your onboarding specialist will inform you if your previous software allows ChiroHD to pull over existing balances.
If yes, there's no need to manually add an initial balance to ChiroHD.
If no, follow the steps below to manually add the initial balance.
Steps to Manually Add an Initial Balance or Credit:
Open the Patient Profile:
Navigate to the patient’s profile within ChiroHD.
Click on New Transaction to open the transaction modal.
Add the Initial Balance:
In the Search Term box, type "initial balance."
Enter the amount of the initial balance.
Positive Number: This will be recorded as a balance the patient owes.
Negative Number: This will be recorded as a credit.
Add a Description (Optional):
To clarify the purpose of the initial balance, you can add details in the Description box (once "initial balance" has been selected).
Example: “Outstanding balance transferred from previous software.”
Important Notes:
Do Not Use "Payment" or "Write-Off":
Adding an initial balance as a Payment or Write-Off in the transaction modal will incorrectly affect the Collections Report by showing it as money received on that day. This will lead to inaccurate reporting.
Where Initial Balances Appear:
Initial balances will appear as a line item on the patient's ledger and statement of account.
These balances do not show up on other reports, such as Collections, because they only reflect the patient’s responsibility transferred from the previous software.
By following these steps, you can ensure that your patient accounts in ChiroHD accurately reflect any balances or credits carried over from your previous software.