NextGen Knowledge Center

Reassign Partial Balances

To modify patient balances, the insurance balances must be modified and recalculate patient amount.

During charge entry, amount that is automatically moved to the Pat Amt bucket on the first charge for the patient's co-pay. The additional amount is moved to Pat Amt by reducing the amount in Ins1 Amt.

  1. To move a partial balance from insurance to patient, do the following:
    1. Open NextGen® Enterprise PM.
    2. Select Charges.
      The Charge Posting window opens.
    3. Select the desired patient and encounter, and then select the Balance Control icon.
      The Balance Control window opens.
    4. Select Ins Amt to move the partial insurance balance charge to the patient.
    5. Reduce the Ins Amt balance amount to be moved to the Pat Amt on the charge.
      The difference between the original balance and the new balance in the Ins Amt bucket automatically moves to the Pat Amt bucket.
    6. To save the changes and close the window, select OK.
  2. To move a partial balance from patient to insurance, do the following:
    1. Open the Balance Control window for the desired encounter.
    2. Select Ins Amt to move the partial patient balance charge to the insurance.
    3. Increase the Ins Amt balance amount by the amount to be removed from the Pat Amt bucket on the charge.
      The difference between the original balance and the new balance in the Ins Amt bucket is automatically removed from the Pat Amt bucket.
    4. To save changes and close the window, select OK.