Add a facility write off

Description:

This is a guide on how to add in a facility write off. A facility write off is normally needed in situations where a facility may not want to bill a patient for a balance, i.e. a patient has a balance of $2 on their account and the facility feels it is not worthwhile to pursue that payment.

Applies to:

TheraOffice Accounting

Steps:

1. Go to the Payment screen.

The image above shows the Payments button.

2. You will select the add adjustment button under the add refund button

The above image is the add adjustment button.

3. This will open the Adjustment window.

The above image is the screen that pops up when selecting the payer or adding in payment notes.

When this screen comes up, you can add any notes as well as information about the date of the payment.

4. You will then select to One or More Patients' Account
5. Click the next step. Please note: That the payment Amount to Apply is always $0.00 when applying a write-off.
6. Then ,you will select the patient and click Add on the DOS which you want to write off and click next.
7. Then, you will select a payment category. When doing a refund or a write off, the payment category is always "other" and then click next.

The above picture shows where you would select the payment category.

8. Next, the screen will pop up for you to enter in the write-off on the code that you are trying to write off. You will enter the desired amount under the write-off column.
9. When you are finished, click Save Changes.