I will use this as a learning experience but do not want to turn down this offer because I might prefer payments to go to them, etc. I just want the transition to go smoothly for them and ME .
The problem is that their current billing service is using her own PM system and so the information is all captured within her PM system and not the providers EHR system I will be using. To get a clean start moving forward in the providers EHR system I was thinking of doing a balance forward. This would essentially take the monies due both from insurance and patient and input the balances due into the providers EHR system
Michele - my thoughts exactly once I gathered them. I’m going to check with the EHR. My hope is that there can be two types of balance forward (insurance and patient). Thank you!!