Account Balance Write-Off

This feature allows you to write off all or part of a client's balance when in the Client Payment screen. 

Navigating the Screen

1. From the Batch Client screen, click the Write-Off button to display the Account Write-Off screen. 
2. The Search Criteria section can be used to specify a DOS Range, Service Line Status, Session Class, or Write-Off Reason for the client you are viewing. You do not need to complete this section to apply the write-off to the client balance. The Write-off Reason drop-down is used to view lines that are already written off.
3. Use the DOS checkboxes to indicate which line items you want to work on. Checking the box next to DOS will select all the DOS listed.
4. The amount entered into the Write-off Amt field is automatically totaled for you.

Apply the Write-Off

1. To apply your write-off, select a Write-Off Reason.
2. The Write-Off Date will automatically populate today's date, feel free to change it as needed. 
3. The Write-Off Amt column will automatically populate the balance left on the DOS. Enter the amount you would like to write off if it is different from the amount shown. Note: As you begin to enter in amounts, the total Write-Off Amount next to the Write-off Date, as well as at the bottom of the Write-off Amt column, will fluctuate to reflect the new amount. 
4. Click the Apply Write-Off button.
   The indicated balance on the selected lines are added as adjustments and reflected as such in reports. Additionally, they can be viewed on the Write-off Balances report.

Restore A Balance

When the Restore Balance button is clicked, any amount that has been applied as a write-off is removed from the DOS. Only the adjustments that are listed as a Write-off when entered will be removed, not insurance adjustments.

1. In the Search Criteria section, select the Write-off Reason in the filter box. The service line(s) will then be removed from the table as they should no longer meet the filter requirements.
2. Click Restore Balance to remove the write-off amount from the DOS.

Note: The selected service line(s) will be given a status of Closed. The reversal of the adjustment(s) are recorded in the Activity Log.