How to write off a balance

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Christina Hernandez

• February 01, 2023 05:26

How do I write off a balance

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  J. Patrick O'Neal

  • February 06, 2023 04:47

  I would also like the answer to this question. It seems like the process has changed since the last posting I saw from 3 years ago. 

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  Heather Wolford

  • March 01, 2023 18:43

  I would like this answered as well.  The only process explained seems to be outdated.  Please help!

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  Beth Steinberg

  • April 05, 2023 16:21

  So would I!

   

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  Beth Fox

  • May 15, 2023 18:01

  I think I figured it out...

  Go to the session under billing.

  On the right hand side select 'Edit Details' under the 'Manage' drop down box.

  If insurance, change the Type to 'Self Pay'.  This will change the 'Client Owes' column to 'Write Off'.

  Enter the amount of the write off and Save.

  Go to the upper right hand corner of the screen and click on 'Uninvoiced Credit'.

  Create the invoice, Save and 'X' out.

  Go back to the upper right hand corner and select 'Unallocated".

  Select 'Add Payment' under the 'Manage' drop down box.

  Check the box to apply the available credit.  

  Select the green box 'Allocate Credit'.

  IMO this is far too many steps to simply write off a balance, but it seems to have worked.

  I also do not like that Write Offs show as an "Invoiced" credit on the outstanding balances report.

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  Cynthia Chalker

  • June 09, 2023 15:31

  Thank you Beth!!

  This is so helpful. I also don't like there are so many steps and that it appears as credit.

  Oh, the things they didn't teach in graduate school!

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  Christopher Kitzmann

  • June 16, 2023 14:39

  The method I use is I created a new product/billing code called "patient balance write off".  I click edit on the session, adjust "patient owes" to $0, and add this new product, changing the price to a negative amount equal to what the patient owed.   It looks like we charged a different amount, but I like how it doesn't generate credits or unallocated invoices.  It is also documented why the charge amount is different.

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