Practice can write off payments of many patients in one go through the Mass Write-Off screen. This is a very convenient way of writing off payments. They would otherwise have to be individually written off from the Posting screen. Follow the below-given steps for mass write off.

1. Select Payments from the main menu. Click on Mass write off.

2. After providing appropriate search filters, click on the Search button to view the charges or the Encounter Lines.

Note: Users can filter HOLD lines exclusively by selecting HOLD from the Line status filter.

Image 1

3. From the search result, select the required lines that need to be written off, as highlighted in Image 2.

Image 2

4. Once the charges/ encounter lines are selected, following fields are to be entered before processing. select an appropriate Adjustment Reason (highlighted drop-down in Image 2).

Field Description
Adj. Amt. Enter an amount to write off the specified amount from the selected lines. The line status remain unchanged if an amount remains in the line after the write off.

If no amount is given in this field, the entire amount in the line is written off and line status will be WO_CLOSE

Adjustment Reason Select an adjustment reason from the drop-down
Accounting Date Acct. Date for mass write off is defaulted to the current date; however it can be changed to another date
Remark Provide remarks if any

5. Now click on the Process button to complete the Write-Off. 

To view the details of the encounter lines, click the    icon against the line.