Write-off Remaining Balance

Assign to Write-Off will write off the remaining balance of a selected charge(s) that is set at Due Patient or Collections

Who can use this feature?

Users with the Debit/Credit permission can apply credit codes in the A/R screen.

  1. Select Patient > A/R Control.

  2. Enter your Search Criteria or Load a Search Filter.

  3. Click the Charge Status drop-down menu and select Due Patient, Collections, At Insurance or Paid.

    Due Patient, Collections, At Insurance or Paid are the only charge statuses that can be written off on a batch level.

  1. Click.
  2. The search results page will display patients who match your search terms.

  3. Place a checkmark next to the patient(s) you want to include in a specific batch action.

  4. Click and select Write-Off Charges.

  5. Use the Apply on Charges drop-down menu to select the types of charges to apply the discount towards.

  6.  Select the Write-off adjustment code that is appropriate to the write off your completing. 

  7. Optional: Edit the Write-off memo line field  to reflect on the patient's activity.

  8. Click Submit.

  9. A confirmation will appear asking: "Are you sure you want to write-off all selected charges currently at DUE PATIENT with an adjustment code of (  ) for the selected patients?"

  10. Click Submit Batch.