Beginning balances

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When you begin working with SSI® you may want to enter the previous balance that exists for each patient or you may want to enter all the itemization for each patient.

 

1.        You should be at the Patient Account Information screen.

2.        Press the '1. Transactions' button at the mid right of the screen.

 

For Open Item Accounts:

 

1.If a transaction already exists for the patient then the Lookup All Open-item Transactions screen will appear. From there you can click on the 'Add a New Charge' button.
2.In the Charge Entry screen, enter "Z" into the into the Auto-Transaction Lookup Code field. Then click on Save this information. This will create a zero amount charge for you to post against.
3.Return to the  Lookup All Open-item Transactions screen and click on the zero charge that you just entered.
4.Press the 'Add a new Pmt, +adj, -adj, memo, non-print memo' button.
5.At the Payment/adjustment/memo Entry screen enter:

 

•3 for +adjustment if the patient has a positive balance due
•4 for -adjustment if the patient has a negative balance due

 

Enter the information. You may want to enter a research code for future reference. You should probably put something like "Previous Balance" for the description. Make sure the date matches their balance due date - this will allow the system to age the account. Once you are finished click the 'Save this information' button.

 

For Non-Open Item Accounts:

 

1.If a transaction already exists for the patient then the Lookup Patient Transactions screen will appear. From there you can click on the 'Add a New Charge' button to add a new charge.
2.At the Transaction Entry screen, enter:

 

•3 +Adjustment if the patient has a positive balance due
•4 -Adjustment if the patient has a negative balance due.

 

Enter the information. You may want to enter a research code for future reference. You should probably put something like "Previous Balance" for the description. Make sure the date matches their balance due date - this will allow the system to age the account. Once you are finished click the 'Save this information' button.