After an invoice converts from open to posted status, additional transaction options become available to the user. This article explore how to perform a transfer of responsibility for a line item on a posted invoice.
Select an Invoice
In the Patients tab, look to "Invoices" toggle in the information box near the bottom of the general summary. Click the number of any existing invoice that you would like to work with:
Transfer of Responsibility Menu
Click "+ Transfer of Responsibility" to open the transfers menu:
The Transfer of Responsibility menu will open from the right-hand side of your screen, with all invoice line items displayed. Select the line item that you intend to return, then enter the fee value that you would like to transfer to another payer, direction of transfer, reason for transfer, and the new insurance payer (if applicable). When ready, click "Apply to invoice":
Success!
The updated totals will now be reflected on the invoice:
