Balancing A Service

You cannot save a service if the amounts entered on the Money tab do not balance. Specifically each payer with an active tab on the Money tab (Patient, Responsible Parties, Insurance) must balance internally, then the left side of the Money tab must balance the total of the payers on the right side. The Total Fee Charged amount on the left must equal the total of the Payer Fee Charged amounts on the payer tabs.

Service money tab showing insurance payer amounts

Example 1

This simple example uses the amounts from the screen image above . The left side shows a total fee charged of $90. There are no taxes, write-offs, or adjustments and no payments have been made. This leaves a balance owed of $90.

On the right side, the Responsible Party 1 tab is active and, although you cannot see it, the amounts are:

Payer Fee Charged: $20.00
Payer Tax: $0.00
Fee Paid: $0.00
Tax Paid: $0.00
Discount (Write-Off): $0.00
Payer Balance: $20.00

The responsible party payer amounts above are in balance. On the Insurance 1 tab the amounts also balance:

Payer Fee Charged: $70.00
Payer Tax: $0.00
Fee Paid: $0.00
Tax Paid: $0.00
Tax Loss Write-Off: $0.00
Contract Write-Off: $0.00
Risk-Pool Write-Off: $0.00
Payer Balance: $70.00

The Bill to Insurance and Applied to Deductible amounts do not contribute toward the balance, they are present for your information.

The total of the responsible party and insurance payer balances is $90, the same as the balance on the left side of the Money tab.

Example 2

This example is more complicated. The left side looks like this:

Total Fee Charged: $90.00
Total Tax: $0.00
Discount & Write-Offs: $15.00
Adjustments: $10.00
Total Amount Paid: $60.00
Balance (subtotal): $5.00
Bad-Debt Write-Off: $0.00
Balance Owed: $5.00

The discounts and write-offs is the total of all individual payer discounts and write-offs. The $15 here reflects the $15 contract write-off for Insurance 1 below. The adjustments of $10 is some kind of adjustment that has been entered through the Adjustments button. The total amount paid is the $20 from the responsible party plus $40 from insurance. Adding all this together gives a balance due of $5.

On the Responsible Party 1 tab, the amounts shown below are in balance:

Payer Fee Charged: $20.00
Payer Tax: $0.00
Fee Paid: $20.00
Tax Paid: $0.00
Discount (Write-Off): $0.00
Payer Balance: $0.00

Tthe Insurance 1 tab amounts also balance:

Payer Fee Charged: $60.00
Payer Tax: $0.00
Fee Paid: $40.00
Tax Paid: $0.00
Tax Loss Write-Off: $0.00
Contract Write-Off: $15.00
Risk-Pool Write-Off: $0.00
Payer Balance: $5.00

The payer fee charged minus the amount paid minus a contract write-off leaves a balance of $5. The total of the two payer balances is $5 and is the same as the overall balance on the left side. Notice, however, that the total of the payer fees charged is $80 while the total fee charged on the left side is $90. The difference is the $10 in adjustments entered via the Adjustments button.

The Bill to Insurance and Applied to Deductible amounts do not contribute toward the balance, they are present for your information.

The total of the responsible party and insurance payer balances is $90, the same as the balance on the left side of the Money tab.