To transfer remaining balances from your old system into Stride, there are two options:
- Create appointments for each DOS for these patients in Stride. Next, go to their chart and transfer their charges over each DOS. This option would provide a breakdown for each DOS, but also requires the most manual work.
- Ensure the patient is entered in Stride, and then add the entire sum of their balance from the previous EMR by going to Patient Chart > Charges and adding in the charge via the 'Other' charge type.