How to Transfer Insurance Excess to Patient

Please Note: This article relates to both the TM2 and TM3 versions of the desktop software.

Transferring Insurance Excess to Patient

If an insurance company does not pay the complete amount of a patient’s invoice, you can very easily transfer the outstanding amount from the insurance company’s account to the patient’s account:

  • Open the insurance company invoice
  • [Bill Remaining To Patient] (at the bottom of the window)

This will create a Billing Item in the patient’s account for the unpaid amount and a discount on the insurance company’s invoice so that it is now fully reconciled.


Automatically Creating the Patient Invoice
  • Select whether to ‘Bill the full remaining amount’ or enter a manual amount.
  • Description ‘Transferred from Invoice 514’ is what the new billing-item description will be and will be displayed on the Patients invoice when added.
  • You can customise this text. See section below ‘Text Shown On Transferred Billing Item’
  • Selecting the ‘Create Invoice now’ option will immediately create and an Invoice in the patient record for the remaining amount.