Recording Historical Payments During Migration

If you're migrating from another EMR and need to document historical payments without processing new transactions:

1. Create the CMS-1500 form in the patient's chart for the historical appointment date with appropriate CPT codes and fees

2. Go to Billing → Payments → Invoices and find or create the invoice for that date of service

3. Click the three dots (•••) → "Record Outside Payment"

4. Enter the payment amount and select the payment type (Insurance, Cash, Check, or Other)

5. Add notes indicating this payment was from your previous EMR

Important: "Record Outside Payment" only documents that payment was received through another method — it does NOT charge the patient's card.