Adjusting or "Writing Off" Balances

Sometimes when a patient or insurance carrier has not completely satisfied a balance due it is necessary to "adjust" or write a balance off when no further payment is expected.

Entering write off transactions in QuickPractice is done in a method that is similar to the way in which typical payments are received.

To write-off either a patient or insurance balance, follow the steps below.

1. Navigate to the Payments tab within a selected patient file. Click the Add button. Or, you may click the   "QuickLink" at the top of your screen. 2. For the Payment Method chose either Write-off Patient or Write-Off Insurance. 3. Type in the amount of the balance you wish to write-off in the Amount field. 4. Specify the date you wish to be linked to the write-off transaction. 5. If you wish, type in a description or reason for the write-off transaction inside the Memo field. 6. Type in the amount of the balance to be written-off of each service line in the blank Apply field. 7. If you have applied the write-off correctly, the software will display a black check mark next to each service line. 8. Click the Record button. 9. If you have previously generated an insurance claim for the balance you are writing-off, the software will prompt you to automatically transfer or write-off any remaining balances that are left after the transaction has been completed. If you have not generated any insurance claims for these balances, or if you are writing-off balances for multiple service lines, you will not see this prompt. 10. If you do not wish to enter any more payments, write-offs or transfers at this time, click the Leave button to exit to the patient's file.