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To create a balance forward you will need to go to the References ability, and select Fee Schedules in the sidebar. You can create a new Fee Schedule or use the Fee Schedule you have already created for your office. With the Fee Schedule selected, create a new code called "BF," or a non-CPT numerical code, like "999". MacPractice recommends using a code that is simple and easy to remember since you may be using this code many times. When you create your code, leave the Unit Fee set to $0.00. When finished, your code should look something like the picture below.

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When you go into the Patient ability to start entering balance forwards, you will need to decide if you want the balance forward to show as production or not. Regardless of which option you choose, you will start by posting a charge to the patient's ledger.

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With the Positive Adjustment window open, you will need to enter the patient's balance and specify an Adjustment Type. The Adjustment Type allows you to view and track all your balance forward adjustments together in reports. This can be manually entered on the fly, or if you have already entered some Adjustment Types, select the one you wish to use from the pop-up menu.

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For more information on a positive adjustment please review the documentation on Positive Adjustments. <\p>

Entering an Insurance Balance and Applying an Insurance Payment

MacPractice strongly recommends that only patient balances be transferred during a conversion. All insurance balances should be closed out before moving them into MacPractice, to keep the integrity of the claim intact. Plus, if the claim needs to be resubmitted, all claim information will be present in the other software. If you wish to enter an insurance balance into MacPractice from the other software follow the instructions below.

Entering an Insurance Balance Forward

First, enter the balance forward as you would if it were a patient balance forward.

Then, select your code, go to the Print pop-up menu and choose Create Insurance Claim. This will open a claim window where you will need to select a claim form. MacPractice recommends using paper claim so you do not accidentally submit the claim to the payer. You can then cancel the print, or shred the resulting paper claim.

Creating a claim will move the balance amount into the insurance portion area to await an insurance payment. If the balance does not move to the insurance portion, please see our Insurance/Patient Portion Troubleshooting Guide with Insurance Estimating, or Without Insurance Estimating.

Posting an Insurance Payment to a Balance Forward

You can post an insurance payment to a claim on a balance forward just like you would for a normal insurance payment. Click here for more information on posting insurance payments.

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