Financial records not transferred from TM3 to Cliniko - how do we add them?

I understand that no financial records are transferred over from TM3 to Cliniko. I am just trying to understand how you manually enter them after transfer?? We have thousands of clients with balances outstanding, some self funders, but the majority are private health insurance clients? Any help would be appreciated, thank you.

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Hi Emily,

unfortunately there is no way to import this information. Manually entering them is the only option here. Sorry I don’t have better news!

Best,
Hagen

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