Tracking your write off

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Barbara Belicia

• December 29, 2020 00:47

Is there a report in simplepractice, we can generate, that shows how much money was written off for the year.

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  Ruth

  • December 30, 2020 00:34

  Hi Barbara, you can go to Reports > Outstanding Balances, then uncheck the "With Balance" box, check the "Show Details" and "Include Insurance" boxes, adjust the date range to include the entire year, then export the report as a CSV or Excel spreadsheet. You can now use the downloaded spreadsheet to calculate the Client Write-Off and Insurance Write-Off amounts! 

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  Jacqueline Kirkbride

  • January 19, 2022 23:00

  Would this show accounts that have a zero balance?  As we probably wrote off the balance?

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  Melissa Hill

  • February 28, 2022 02:01

  Following

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