writing off a clients balance
I have several clients that have not paid their deductible. I can go into the billing page and make it self-pay and write off that small amount however then it looks like I owe the insurance company.
I gotta say I am having a really hard time with this new system this year, and I don't have time to sit on here for hours to try to figure it out, needless to say since this upgrade only my Medicaid clients balance, I can't refund less then what a client paid, nothing is clean anymore.
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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:
- Navigate to the client's account
- Click "add Insurance Payment"
- Leave the "Payment Method" dropdown blank
- In "Payment Number" enter "deductible write off"
- Enter $0 for the Amount.
- Adjust the date range to include the dates of service you'd like to write off
- click the sync 🔄 button in the "write-off" column.
- The write-off amount should auto-adjust to the remaining balance for the date of service.
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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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