Transfer patient balances from old system to Netsmart Homecare

Path: Transactions>General>Load Patient Balances

1. Go to Transactions>General>Load Patient Balances.
2. Add a new row.
3. Enter the patient code for whom you are entering the AR balance.
4. Select the pay source to which this AR balance applies. 
   Only pay sources already defined for the selected patient appear in the drop-down list. If only one pay source is defined for a patient, the application automatically completes this field.
5. Select the ageing date of the AR balance. 
   The ageing date must not exceed the claim generation start date.
   For MSP, the ageing date should be the date you submit the claim to your RHHI using the CMS sponsored PC-Ace Pro32 software.
6. Select the start and end dates of the billing period for the AR balance.
   For MSP, enter the episode from and through dates.
7. In the Beginning Balance field, enter the AR balance.
   You can enter either positive or negative numbers in this field.
8. Save your changes.