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How To Post a Balance Forward Into CollaborateMD from Another System

posted Feb 10, 2017, 5:09 PM by Angelique Belot   [ updated Apr 11, 2017, 8:04 PM ]

You can easily add a past due balance from a previous practice management software into CollaborateMD by creating a Debit Adjustment code. Once the code is created, you can apply the debit towards the patient's account. This will allow you to keep track of all past due balances without having to manage two systems, this way it’s easier to track.

Step 1: Create a Debit Adjustment Code

  1. Go to the Codes section and click on the Adjustments tab.

  2. Click New Adjustment.

  1. In the Code field, enter a code that best describes the debit adjustment you’re created. For example, OAR for Old Account Receivable.

  2. Click on the Type drop-down menu and select Debit.

  3. In the Description field, enter a short description that describes the code.

  4. Click Save.

Step 2: Debit the Patient's Account

Now that the debit adjustment code is created, next you must debit the account. The easiest way to do this is within the Payment section > Manage Account tab.

  1. Go to the Payment section and click on the Manage Account tab.

  2. Click on the Find button.

  3. In the field provided, search for the patient and select their name.

  1. Click on the Debit Account button located towards the top of the screen.

  2. Click on the magnifying glass to select a Debit Code.

  3. Enter the debit Amount followed by the Received date.

  4. At this time you can make any final changes you see fit.

  5. Click Save.

Note: The Debit will be added to the Account Debits portion of the Manage Accounts tab.

  1. Click Save.

Best Practice Tips:

  • Once you’ve debited the patient's account, it’s important to review their activity to confirm that you're satisfied with your changes.

  • Run the Daily/Monthly Charges and Debits report to keep track of this debit adjustment. Click here for more information on how to run reports.

Note: Use the Charge CPT Code filter to search for the specific debit code.