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writing off a clients balance

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4 comments

  • Ian Palombo

    Hey Felica - 

    I just stumbled on your question and thought I'd take a minute to offer a suggestion for how we handle this in our clients' accounts:  

    1. Navigate to the client's account
    2. Click "add Insurance Payment" 
    3. Leave the "Payment Method" dropdown blank
    4. In "Payment Number" enter "deductible write off"
    5. Enter $0 for the Amount.
    6. Adjust the date range to include the dates of service you'd like to write off
    7. click the sync 🔄 button in the "write-off" column. 
    8. The write-off amount should auto-adjust to the remaining balance for the date of service. 
    9. Click Save Payment. 

    Hope this helps.

    If you have any other questions feel free to email me at Ian@Behavioralbillingco.com. If you ever reach the point where you just don't' want to deal with billing anymore, we'd love to help you out. You can book a consultation with me via our website: www.behavioralbillingco.com

    -IJP

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  • Tracy Wutzke

    There is no "add insurance payment" option under the account. The only option is client payment. 

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  • Kate Newby

    The sync button won't click? I did everything else outlined above.

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  • Stephanie Warm

    Keep scrolling down. The "add insurance payment" is further below on the right side, in a light green box, under insurance balance. I hope this helps. 

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