Account Write-Off Balances Report

The Account Write-Off Report will display the write-offs that have been performed in a specific Date Range. 

Run the Report

1. To view this report hover over the Reports tab, then click Snapshot Reports.
2. Select Write-Off Balances in the Balance/AR card.
3. From here, narrow your search by utilizing the Write-off Date Range, Write-off Reason, Session Class, or Group By filters. Check the “Only clients with a balance” checkbox, to only display patients that have an amount in the balance column. Note: The Write-off Date Range automatically populates a year from today's date.
   
   
4. The report columns display the Client Name, Session Balance (Prior to Write-Off), Write-Off Amount, Balance (Post Write-Off), and Write-Off Reason.
   
5. To view a more detailed list for a specific patient, click the icon to the left of the Client Name. The Write-Off Balances -Details by Client list will populate in a new window.
6. Select the Print icon to print a PDF version of this report or export the information to Excel by choosing the Comma Separated Value (CSV) option.
   
   Note: Any search filters selected will be included in the PDF/CSV.