Retroactive

It has happened on many occasions that a patient comes in and insists he/she does not have insurance. At a later date, the patient say he/she actually does have insurance and wants you to bill the insurance company for services that have been assigned to patient responsibility. To change the responsibility of a transaction from patient to insurance responsibility, open the patient’s insurance file.  After entering the insurance information, click the Retroactive button. This opens the Retroactive window. Click to select the transaction you wish to transfer to insurance, and then click the Change button. If there is more than one transaction that should be transferred, but not all, hold the Control key down while clicking on each transaction that is to be assigned to the Insurance Carrier. If all transactions on the list need to be transferred to insurance responsibility, just put a check in the box to Select All. At the bottom of the screen, click the Change button. Another window (Edit Minimum Payment) may appear. On the Edit Minimum Payment window, click OK to finalize the change.  The patient’s transaction ledger should now show the charges on the insurance column.