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

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


This most frequently applies to Medicaid Products.

Write-Off an Entire List

  1. From the Admin Dashboard, select Mass Write Off.

  1. Use the Filter Criteria: (You can export as PDF or CSV)
  1. Balance Type - Patient
  2. Write Off By - Patient
  3. Responsibility - After Insurance Patient Responsible Only
  1. Select other applicable Filters.
  2. Select Search.

  1. Select the Choose Adjustment Code button.

  1. Adjustment Code: Select the Adjustment Code to use for the Write-Offs.
  2. Resulting Claim Status: Select the Claim Status to show on the Encounter Dashboard.
  3. Note: Enter a Note (Optional)
  4. Select the Write-Off [F2] button.


Write-Off Selected Encounters

  1. From the Admin Dashboard, select Mass Write Off.

  1. Use the Filter Criteria: (You can export as PDF or CSV)
  1. Balance Type - Patient
  2. Write Off By - Patient
  3. Responsibility - After Insurance Patient Responsible Only
  1. Select other applicable Filters.
  2. Select Individual Encounters: Choose the checkbox.
  3. Select Search.

  1. Select the Encounters to Write-Off.
  2. Select the Choose Adjustment Code button.

  1. Adjustment Code: Select the Adjustment Code to use for the Write-Offs.
  2. Resulting Claim Status: Select the Claim Status to show on the Encounter Dashboard.
  3. Note: Enter a Note (Optional)
  4. Select the Write-Off [F2] button.



Learn More

Mass Write Off Overview


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