Any outstanding balances on a patient’s account from a previous EMR will need to be manually added to the patient’s chart within Stride.
Steps to follow:
Find the patient in Stride and then click "More" to the Right of their name.
On the left sidebar, go to Charges > Outstanding. Next, click "Add Charge".
Select the current case and the clinic location. Click "Next".
To create the outstanding balance, use "Other" as the Type and input the amount of the balance you wish to add as an outstanding charge. Enter $0 as the payment amount. You must enter a date for this charge as well.
TIP: You can input the entire amount the patient owes in one charge and record details in the comments box to make this process quick! Add as many details as you would like to help make it clear what this balance is for.
Select "ADD CHARGE" to create the outstanding charge in Stride.
This outstanding charge will be included in the Alerts seen on the Appointment Details box as noted below. This balance can be collected easily in clinic upon check in through the normal payment process, OR Can be included on statements going forward.
Once added into Stride, this balance can be collected easily in clinic upon check in through the normal payment process as demonstrated below, OR through patient statements going forward.
Watch how here:
Next: 6. Transferring Patient Credits From Previous System Into Stride