Automatic Line Item Write-Off by Performing Doctor

With the Automatic Line Item Write-Off by Performing Doctor function, you can write off old balances on patient accounts that are either in the patient balance or insurance balance columns for All or Select Performing Doctors. A credit adjustment is posted to the patient's account for each line item that is written off that matches the criteria you select.

You should create a separate Adjustment Code for the automatic write-offs so you can track this code with the Adjustment Journal.

Upon accessing this function, the Automatic Line Item Write-Off by Performing Doctor screen displays.


 
Data Field Information
Prompt Response Req Len
All or Select Doctors Select the option you want to use.   1
Doctor If you chose to perform this function for a select Doctor, type the doctor code you want or select a code from the Doctor List.   3
Include Patient Balances If you want to write off patient balances, select this check box.   1
Include Patient Collection Balances

If you want to write off patient balances currently in Collections, select this check box.

   1
Include Insurance Balances If you want to write off insurance balances, select this check box.   1
For Aging Days Over Type the age of the balances to be written off, in the number of days, based on the accounting date. 4
For Balances Under $ Type the dollar amount of the maximum balance you want to write off. This function will not adjust credit balances on the account. 10
No Payment since what date Type the date or click the calendar icon to select a date. This refers to patient payments posted to the accounts. 10
Adjustment Code Type the code or click the magnifying glass to search the table. You should create a separate adjustment code to track these write-offs through the Adjustment Journal. 5
Batch Number If you want to tie these adjustments to a specific batch, type the batch number.   20

The message "Automatice write-offs are about to begin. Do you want to proceed?"displays, so you can confirm you want to perform this function.

The message "Automatice write-offs running in background..." displays letting you know that the function is running. When you click OK, you will be returned to the main Billing menu.

You can then print the Adjustment Journal for the specific adjustment code to track and analyze exactly what was written off.