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. Click the Apply On Charges drop down menu to select which charges you would like to write off. 

    You can choose from different charge levels when the Charge Status is left blank. Otherwise, you can only select the charge status you searched for.

  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.