Mass Write Off Link on the Encounter/Patient Dashboard
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, select the Mass Write Off link.
- Balance Type: Defaults to Patient if there is a Patient balance.
- Insurance can also be chosen.
- Write Off By: Automatically defaults to Encounter, but can be changed to Guarantor, Patient, or Procedure Line.
- Patient: The default Patient ID is the one associated with the Patient you were viewing when you initiated the Mass Write Off process.
- Encounter: The default Encounter number is the one associated with the Encounter you were viewing when Mass Write-off was selected.
- Use other Filter criteria if applicable.
- Follow the Instructions for Mass Write Off from the Admin Dashboard.
Patient Dashboard Mass Write Off
- On the Patient Dashboard, select the Mass Write Off link.
Balance Type: Select Insurance or Patient.
Write Off By: Encounter (Default)
Patient: Defaults to the Patient ID associated with the Patient you were viewing.
Select Individual Encounters: Checked by Default
Use other Filter criteria if applicable.
Select the Encounters to Write Off.
Select the Choose Adjustment Code.
Mass Write-off Screen
- Select the Adjustment Code for this Transaction.
- Resulting Claim Status: Select the Claim Status that will show on the Encounter.
- Note: Enter a note if applicable.
- Select the Write Off [F2] button.
Learn More
Mass Write Off Overview
Mass Write Off from the Admin Dashboard
Mass Write Off for Insurances that Do Not Balance Bill the Patient
Mass Write Off History
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