Conversions: Income Transfers

See Use Converted Database.

When transaction history is converted, in most cases the conversion is able to determine which family members had charges (completed procedures). However, the conversion is not able to determine which family members or charges payments are split based on the raw data from the other practice management software. To correct this, the Family Balancer Tool is run during the final conversion. The tool will allocate all payments to family member charges and any excess payments (families with a credit balance) will be left unallocated to be applied to future completed procedures.

Run the Net Unearned Income Report to review accounts with unallocated payments.

To receive a patient payment after a conversion, in the Account Module, highlight the procedures associated to the payment and click Payment. If you get a prompt stating the procedure is overpaid, please contact support.

To receive an insurance payment after a conversion, in the Account Module, create the Claims that were sent in the previous software, then Finalize the Insurance Payment.