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 Patient Not Responsible.

• Use to write off Patient balances less than a certain amount, such as "less than $5.00".

From Admin, choose Mass Write Off.

Filter Criteria

Use the Filters to identify the balances for possible write-offs. There are 3 filters where you need to make a choice. All other fields are optional.

1. Balance Type: Select Insurance or Patient for balances to be written off.

2. Write Off By: This setting controls how balances will be displayed and written off.

• If Balance Type = Insurance, write off by:

• Encounter

• Procedure Line

• If Balance Type = Patient, write off by:

• Guarantor

• Patient

• Encounter

• Procedure Line

3. Role: This field changes depending on whether Patient or Insurance was chosen for Balance Type:

• For Insurance write-offs, the field option is Role. Choose one of the following options:

• All

• Primary

• Secondary

• Tertiary

• For Patient write-offs, the field option is Responsibility. Choose one of the following options:

• After Insurance Only: Only identify Patient balances that were created after Insurance adjudication.

• Self Pay Only: Only identify Patient balances for self pay visits (no Insurance billed).

• Not Responsible Only: Only identify Patient balances where the Patient was flagged as Not Responsible on the Insurance Profile.

• After Insurance Patient Responsible Only: Only identify Patient balances where an Insurance has adjudicated and the Patient is flagged on the Insurance Profile as Responsible.

• All: Identify all Patient balances regardless of the responsibility details.

Optional Filters

4. Statement Profile: This is an optional filter. It defaults to All, but you can choose from the dropdown, if you want a specific Profile.

5. Invoice: Logic "Starts With"

• To search for Encounters in a specific Invoice Batch, enter the Invoice Batch number plus EM. Example: 3EM

• To search for a batch for a specific Employer, enter the Invoice Batch number plus EM plus the Employer ID. Example: 3EM309

6. Select additional Filters to narrow your search for specific results.

7. Select Individual Encounters: If you do not want to write-off the whole list, you can check this box which will add check boxes to the list. You can choose specific items in the list to write-off.

8. Select Search.

 Performing a Mass Write Off

After selecting the Search button, the Write-off list that meets the filter criteria will display.

1. Check the boxes on each line that you want to write off. You have the option to review the Encounter beforehand by clicking the Encounter or Patient link.

2. Select the Choose Adjustment Code button.

3. Choose the Transaction Adjustment Code to use for the write off.

• The Adjustments Codes that are available in Mass Write Off are determined:

• By selecting the Mass Write Off checkbox on the Transaction Code in the Transaction Code Library

• By the Balance Type that is chosen in the in the filters.

4. Choose the Resulting Claim Status.

5. Enter a Note if applicable.

6. Select the Write Off (F2) button.

Learn More

Mass Write-Off Overview

Mass Write Off Link of the Encounter/Patient Dashboard

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

Mass Write Off History