How do I add Carried over Balances?

Adding Balance on Account/Carried Over Balances manually from your current system or if you are paper heavy, use the following steps:

1. Go to the Patient Record.
2. Add the line item of "Carried over Balance".
3. Change the Price* (under Quantity) to the amount of the balance the client owes.
4. (Optional) Add Comments for the balance and “Include on Invoice” for the client.
5. (Optional) Change “service date” to reflect in the medical record when the balance was created in current system or within paper records.