Create Balance Forward Claim - Import Patient Balances

When your patients owe you money from a previous EHR you may want to import that balance into ChiroSpring. There are two ways to perform this function.

• Bulk Import (using a spreadsheet) - Click Here for steps on that process
• Single Import (one patient at a time) - Steps below on that process

This article will focus on the single import process.

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

2. Click to "Create Fee Slip"

3. Click into the Procedure tab
4. Look up Code
5. Search "BF" for the Balance Forward CPT code.
6. Click the green "+" to add this code to the fee slip

7. Go to the "Summary" tab and adjust the Charge amount to the patients Balance amount:

8. Save fee slip:

9. Confirm the balance by going into the patient dropdown menu > Claim History:

10. Click on the claim log number to view the Code and Charge details:

💬 If you have any questions, please email us directly at service@chirospring.com