Client balance write offs - continues

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Patricia Iampietro

• July 26, 2022 13:31

    Thanks for clarifying that the client balance Write-Off option is only open for clients listed as self-pay but then how do we write off a balance for an insurance client?  I've worked many systems that have this option, in this case I (and I am sure there are other providers) who do need to write-off a client balance for a variety of reasons; in this case it is Bad-Debt.  SP should have a way for us to handle this task.  

  There should also be a method to indicate the reason of the write-off.  That helps to document the reason why we are writing off the insurance assessed balance.

  Patti

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  Sara

  • July 26, 2022 18:33

  Hi Patricia,

  To write off a balance for an insurance client, navigate to your client's Billing page and click the grey Add Insurance Payment button. From the Add Insurance Payment page, add $0 into the Amount box, $0 into the Insurance Paid column next to the date of service in question, and include the amount you want to write off into the Write-Off column. Click Save Payment to finalize this process.

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