Open Ledger Balance Migration: The Wait Is Over!

As a leader in chiropractic software innovation, ChiroTouch continually evolves to meet the demands of chiropractors and their staff. To enhance user experience and practice efficiency, ChiroTouch has introduced an exciting new feature: the migration of open ledger balances.

The update facilitates an effortless transfer of open ledger balances from traditional server-based ChiroTouch systems to the state-of-the-art ChiroTouch Core and Advanced platforms. This feature optimizes your practice’s operations and signifies a milestone in ChiroTouch’s continuous dedication to innovation and excellence in chiropractic technology, benefiting our community of over 36,000 system users.

Our New Ledger Balance Migration Feature

The new ledger balance migration tool in ChiroTouch is a bridge between the traditional server-based system and the cloud-based future. It facilitates seamless migration of open ledger balances to ChiroTouch Core and Advanced, simplifying your transition to cloud technology.

Here’s an overview of the ledger balance migration feature and process.

Migration Options

The latest balance migration feature offers compatibility with your existing ledger balances. You can transfer all existing balances for a smooth continuation of your financial records. Alternatively, you may choose a selective migration, starting with only the most relevant data.

You can tailor the migration to your needs by setting specific parameters. For example, you might migrate balances exceeding $100, ensuring that only higher amounts are transferred.

The migration process is permanent. Once your data is moved, the action is irreversible. This helps you maintain a high level of data security and integrity, ensuring the safety and consistency of your practice’s financial records.

Data Migration Details

So, what becomes of your data when using the ledger balance migration feature? Below are the details of what data will be transferred during the migration process.

• Charges with open balances. Only unpaid charges will be transferred. All existing balances still being managed will move to the new system, maintaining consistency in your ongoing financial activities.
• Fully paid but pending charges. Charges that are fully paid but still in the billing cycle will also be moved. This includes charges designated as ‘Waiting to be Billed’ or ‘Billed,’ typically because of continuing insurance and coding procedures. This guarantees that your complete billing process is transitioned to be administered in the new system.
• Unapplied payments. Payments not yet assigned to particular charges will transfer as unallocated payments, preserving the integrity of your financial records. After moving to the new system, you will manually allocate these unallocated payments to the appropriate patient accounts or charges to ensure that your financial records are up to date.

Easy Balance Transfer and Bulk Write-Offs

In the server-based version of ChiroTouch, handling balance transfers and write-offs can be cumbersome — you must do adjustments at a single charge level. The cloud version makes this easier.

The new Transfer Balance feature allows billers to quickly move balances in the patient ledger without having to edit each charge individually. By selecting multiple invoices, you can transfer the total balance all at once, saving time and increasing efficiency for the entire practice.

Post-Migration Workflow

When you transition to cloud-based ChiroTouch, charges that have been migrated are accessible in the cloud, and you’ll continue processing claims through the server-based system. This approach ensures consistent and accurate billing charges initiated before the migration.

For charges incurred after the migration, the cloud system assumes full responsibility. It refines the billing and claims management, providing a user-friendly interface for these new transactions. The result is a smooth transition, keeping both ongoing and new financial activities efficiently organized and managed.

Benefits of Migrating to Cloud-Based ChiroTouch

Moving to cloud-based ChiroTouch is a strategic choice for chiropractic practices. With numerous advantages, the cloud enhances operational efficiency and financial management for our users.

Enhanced Ledger Clarity

ChiroTouch’s cloud system redefines how financial information is displayed. Rather than navigating through numerous entries, you are presented with an easy to understand ledger. The cloud system itemizes each entry, including charges, insurance adjustments, and payments, for any patient with a remaining balance.

And now, the ability to migrate open balances lets you see all outstanding charges so you no longer have to bounce between two systems to collect payment.

This clarity helps your chiropractic biller quickly determine a patient’s current balance and facilitates communication of their status, improving overall financial management in your practice.

Streamlined Data Management and Improved Financial Tracking

Cloud-based ChiroTouch simplifies the management of patient records, appointments, and financials. It offers functionalities such as fast patient record retrieval and intuitive navigation interfaces, allowing you to quickly access a patient’s complete history. This efficiency helps refine tasks such as scheduling follow-up appointments or examining treatment histories.

ChiroTouch’s cloud software also supports financial tracking with advanced reporting capabilities. With ChiroTouch analytics, you can generate detailed EOD reports, track outstanding balances, and analyze income sources. All this information is presented in customizable, real-time dashboards, providing your practice’s data in easy-to-interpret charts, graphs, and tables.

Advanced Features and Technology

Transitioning to cloud-based ChiroTouch Core or ChiroTouch Advanced gives you access to advanced features and technology tailored to the specific needs of your chiropractic practice.

ChiroTouch Core provides cash and paper-billing practices with accessible, compliant SOAP notes, integrated payment processing, and customizable macros, streamlining patient care and financial management. ChiroTouch Advanced is tailored for larger practices and electronic insurance billing, offering full claim cycle management, electronic claim submission, and detailed performance tracking.

Both options grant anytime, anywhere access, user-friendly interfaces, and secure data backup. This supports efficient practice management and improved patient experiences.

Data Security Backup

Cloud-based ChiroTouch benefits your practice with HIPAA-compliant security features and data backup. The system uses end-to-end encryption, secure servers, and regular backups. This multi-layered approach protects patient data against unauthorized access and loss.

Automatic backups routinely save data, ensuring that all critical practice information remains intact and retrievable in case of a system failure.

Switch to Cloud-Based ChiroTouch Today!

At ChiroTouch, we know chiropractic. Our focus is on chiropractic innovation and supporting your practice’s changing needs. Explore the new ledger balance migration feature of cloud-based ChiroTouch to see how we can help you boost practice efficiency and provide exceptional patient care.