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  1. You should always make sure you have a current backup. A Backup is NECESSARY before performing database utilities.

  2. You should make sure that no one is currently logged into MacPractice.

Table of Contents

Move Patient

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Raise/Lower Fee Schedule by %/$

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Remove Insurance Portion

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Revert Write-Off To Open Balance

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Update Account Provider

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Update Account Statement Status

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Update Fee Schedule

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Update Patient Fee Schedule

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Update Patient Insurance

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Update Patient Provider

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Update Procedure Type By Code

Move Patient to Another Account

The "Move Patient To Another Account" Utility is used to move a Patient from one Account to either another pre-existing Account, or to move a Patient to a brand new Account. This Utility is great for situations like when a child on one Account has come of age and wants to be on their own Account so the parents aren't paying their medical bills anymore, or in cases where a family splits up but continues to see the practice separately.

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