Transferring balances from Primary Insurance to Patient Balance
Please create a more efficient way to transfer balances from insurance to patient. I have statements that are printing the wrong balances and I have to go into the ledger and click on each line item to transfer the balance. Right now if there are 2 insurances, the system thinks Primary and 2nd Insurance. In our case, we enter Dental and Medical, because some dental insurances required the medical eob. When posting the payment from the insurance, the system should allow a transfer to patient at this time. Thank you.
Thanks for the request.