Patient And Insurance Writeoffs from Insurance Collections Management

1. Click Billing, then Insurance Collections Management.

2. Select a date range of claims to look at.

3. Use the top columns to filter the data.

4. Click the filter icon on the column to see a list of options.

5. To see insurance claims with a positive balance, enter 0 then select greater than.

6. Click on one or more claims to write off.

7. Determine if you are writing off insurance or patient balance by looking at the claim columns Insurance Balance and Patient Balance.

8. Click Writeoff.

9. Select patient balance write off all or a fixed amount or insurance balance all or a fixed amount.

10. Select a group or PW for patient writeoff or OA for Insurance Other adjustment

11. Select a PW reason code for the Patient balance writeoff.

12. Click submit.