writing off a clients balance

Follow

Felica Duce, LCPC

• January 01, 2023 01:19

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. 

0

• 

  Ian J. Palombo

  • February 03, 2023 20:36

  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

  0

  Comment actions Permalink

Please sign in to leave a comment.