Posting Insurance Adjustments for deductible
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How do you write off the insurance amounts such as Contractual Obligations?  

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    Matt

    Hi Tasheikya,

    Thanks for writing in. I'd be happy to shed light on how you can input insurance write-offs such as contractual obligations. 

    You will first want to bill your clients your full fee. Once you receive payments from the insurance companies, they may pay out a differing rate depending on their contractual obligations. 

    This can easily be adjusted by going to the Billing page > Insurance tab > Payments tab.





    Once you click on the insurance payment in question, you will see that there is a column for you to input the write-off amount:



    I've attached a helpful guide detailing the ways in which you would enter a write-off for both self-pay and insured clients: How do I enter write-offs?

    Hi Tasheikya,

    Thanks for writing in. I'd be happy to shed light on how you can input insurance write-offs such as contractual obligations. 

    You will first want to bill your clients your full fee. Once you receive payments from the insurance companies, they may pay out a differing rate depending on their contractual obligations. 

    This can easily be adjusted by going to the Billing page > Insurance tab > Payments tab.





    Once you click on the insurance payment in question, you will see that there is a column for you to input the write-off amount:



    I've attached a helpful guide detailing the ways in which you would enter a write-off for both self-pay and insured clients: How do I enter write-offs?