Import Patient Balances

Transitioning to a new EHR system can be both exciting and challenging for healthcare practitioners. Among the critical tasks involved in this process is importing patient balances from your previous EHR software into the new system. In this article, we will explore the steps to efficiently import patient balances from your previous EHR software into ChiroSpring 360. ChiroSpring 360 offers a user-friendly interface that simplifies this import process.

In ChiroSpring under Settings/Import locate the patient balances section.

Click Download CSV Template*

*This template specifies the required field and their corresponding format for each patient within your database.

Prepare Data for Import: Once you have successfully exported patient balance data from your previous EHR software, it is important to review and organize the data to ensure accuracy during the import process. Follow these guidelines:

1. Verify Data Integrity: Check for any missing or incomplete information.
2. Enter patient balances into the payment balance column of the template.

Follow these steps to import patient balances

1. Navigate to the Settings Section.
2. Locate Import Patient Balances.
3. Select Import File > Choose the Patient Balance Template CSV file from your computer.
4. ChiroSpring will start importing your product.

Larger data sets may take longer to import, so be patient while the software processes your product information. Avoid navigating away from the import page until the process is complete.

Once the import is complete, double-check the imported patient balances within ChiroSpring 360 to ensure accuracy. Cross-reference with your previous EHR software's data to confirm successful importation.

To save import, expand the action button in the lower right corner of the page and click Save.

Once the Import is completed, a Balance Forward(BF) Claim is generated, and the Import Date is set as the Date of Service.

To review, Navigate to the Patient's Claim History Page.