How do I write-off a patient balance on a claim?

Q. How do I write off a patient balance on a claim?

  1. Open the Patient Transaction History for the appropriate patient.

  2. Select the claim which has the balance to be written off.
  3. Right click over the Claim Number at the top right of the screen, and select Add Payment.

  4.  Enter the Deposit Date (usually the current date) and select "Responsible Party" in the Paid By field.

  5. Skip the Payment line entirely.
  6. On the Adjustment line, enter a negative dollar amount; this will be the amount being written off. Select the appropriate Adjustment Type and click Post.

  7. Repeat for each procedure line as needed.