Overview

If some Accounts Receivable balances did not convert from your previous practice management software (PIMS) into Pulse, this may be because clients with an A/R balance did not have an active patient OR the balance was not closed and/or posted. This guide provides instructions to carry over the balances from your previous system into Pulse.

If the balance was not closed and/or posted, skip to Carry Over Balances instructions.

Create a Patient

• Bring up the client record.
• Scroll down to Patients.
• Click Add Patient.

• Enter Account Balance as the Patient Name.
• Select any value for required fields.
• Verify the patient is Active.
• Click Save.

Carry Over Balances

• Return to the Client record.
• Click on the Quick Invoice icon.

• Locate the Account Balance patient.
• On the Quick Invoice screen, next to Item to add, search for Balance. This will filter the list of services to the Carry Over Balance item.

• Click on the Carry Over Balance to add the item to the Quick Invoice.
• Click on the name of the link for the Carry Over Balance to bring up the Item Details.

• Change the Price to the amount of the balance the client owes. (If the balance is negative, add a minus sign to the front of the amount i.e.,$-50.00.)
• (Optional) Add Comments for the balance and Include comments on invoice for the client.
• (Optional) Change Service date to reflect in the medical record when the balance was created in your source PIMS.
• Click Save.
• Return to the Client record.
• Go to the Account Balance section and click Change to Closed.