Mass Write Off Overview

Mass Write Off Overview

Access Mass Write Off

This function is Permission based: Admin > User Permissions > User > System Permissions > Admin > Admin Data > Mass Write Off and Mass Write Off History.


Using Mass Write Off, multiple encounters can be written off at once.
  • Choose Mass Write Off from the Admin Dashboard under the Admin Data panel.
  • Patient Dashboard: Choose Mass Write Off in the Balance panel
    • On the Patient Dashboard. The report will be pre-filtered by the Patient ID.
    • On the Encounter Dashboard: The report will be pre-filtered by the Encounter ID and the Patient ID. Mass Write Off from the Admin Dashboard.

Learn More

  1. Mass Write Off from the Admin Dashboard
  2. Mass Write Off Link of the Encounter/Patient Dashboard
  3. Mass Write Off for Insurances that Do Not Balance Bill the Patient
  4. Mass Write Off History

    • Related Articles

    • Mass Write Off History

      View all Receipts created through a Mass Write Off by clicking Mass Write Off History on the Mass Write Off screen. In Mass Write Off History, search for Mass Write Offs by Receipt number or Date. Click the Receipt link to go to the Receipt Dashboard ...

    • Mass Write Off from the Admin Dashboard

      This feature is used to write off multiple Patient balances at once instead of having to do them individually. Examples: Use to write off "Patient Not Responsible" balances, such as Medicaid patients that cannot be balanced billed and are marked as ...

    • Mass Write Off Link on the Encounter/Patient Dashboard

      Use the Mass Write Off Link in the Balance panel on the Encounter or Patient Dashboard. Otherwise, the process is the same as Admin Mass Write Off. Encounter Dashboard Mass Write Off On the Encounter Dashboard, click the Mass Write Off link. Balance ...

    • Statements/Invoices Overview

      Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Setup for Invoice Billing System Setting for Invoices ...

    • Mass Write Off for Insurances that Do Not Balance Bill the Patient

      This most frequently applies to Medicaid Products. From the Admin Dashboard, click Mass Write Off. Use the Filter Criteria: (You can export as PDF or CSV) Balance Type - Patient Write Off By - Patient Responsibility - After Insurance Patient ...