Creating a Balance Forward Claim

Follow the steps below to enter a balance from a previous software into ChiroSpring for a given patient.  

Navigate to the patient treatment dashboard.  Do this by mouse hovering on the patient and selecting Treatment Dashboard. 

On the left side of screen under the "Select Template" menu click  the "Quick Fee Slip" template.  

Of note if you do not see this option you will need to add it to your treatment dashboard.  This can be done by clicking the "Change Template Lists" icon and ensuring the Quick Fee Slip template has been selected. 

Next change Service Date and Select Provider.  Then click SAVE.  

Next you can expand diagnosis and assign any diagnosis codes if needed.  

Next you will need to enter the charge to record the balance from previous software.  To do this expand procedures.  Scroll to the very bottom to "add other procedures, lookup code".  Select "Lookup Code".

Next select 'Miscellaneous Services" from the Service Group drop down. 

Then type "BF" in the Service Code box and then select "BF - Balance forward from previous software".  

Then click the "Select" option for the General Clinic Plan.  Then click the blue action button and then select the Save option. 

This will add the code.  You can see this as it has a green check mark next to it with the ability to remove it should you need to. 

The next step is to navigate to your pending claim folder to assign the balance.

Click on "Edit Claim" (see below).  

Scroll to box 24 (Procedure Information).  Click the green pencil (edit) icon. 

Here you can enter the balance you are forwarding in the F-G Charges box.  Below you will see I entered $523.33.  Select any diagnosis then click "Update".  

Now click the blue action button followed by clicking the green "Save Claim" button. 

The last step is to return to the Pending Claims folder.  Select the claim.  Click the blue action button followed by clicking the option to "Change to Complete".