Billing Pro Tip: Manually Migrate Patient Balances from Old System; Creating a Balance Forward CPT

A new client will not have a patient’s previous balance moved from their previous system into Choice. The balance forward can be manually created and added to the patient’s balance.


  1. Go to Billing > Setup Screens > Code/Fee. 
  2. Select New code. 
  3. Select Procedure. 
  4. Give the Balance forward a Code name, enter the Start date, assign it a Class, and enter a Description. 
  5. Under the Billing Section select Patient is Responsible for payment.