Insurance write offs

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Meghan Breen

• March 07, 2023 12:59

I have a bunch of unpaid claims from last year is there a way to find all outstanding balances and claims and then write them off or do I need to go client by client claim by claim?? 

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  Kathryn Ordonia, LMHC

  • April 07, 2023 19:36

  would like to know an answer to this as well

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  Pam Jamison

  • April 11, 2023 16:29

  Yes. When insurance denies claims after appealing them, entering a non-payment manually to write off the balance doesn't work like it should. Would like to know a walk through as well. 

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  Allison Graham

  • May 11, 2023 14:04

  Been only working 2 days on Simple - how to enter a non-payment manually to get the write off

   

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  Michelle Reuss

  • June 26, 2023 16:31

  Try this link for how to enter manual payments and write-offs:

  https://support.simplepractice.com/hc/en-us/articles/207623066-Adding-insurance-payments#enteringwr

  when the insurance doesn't pay but you still need to record the discount/write-off just follow the same directions except the payment amount is $0

  You can see a list of outstanding claims in the Analytics --> Reports but as far as I know each client has to be "cleaned up" separately (this would be a nice option though)

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