Write-Off Without Insurance

[casey]

Sorry if this has been asked before. I searched the forum and didn't find anything related. We are trying to add write offs to patients' accounts that don't have insurance. Using the "Adjustments" tool adds any changes to the Adjustments column on the daily report. We want it to show in the "Write Off" column. Anyone know how to do that short of creating a dummy insurance for this purpose?

Thanks!

[Arna]

The only way to have writeoffs show in the P&I report is to use an insurance plan. Adjustments will not work for this purpose.

[casey]

Has anyone else ran into this issue? What we have done is create an insurance called "Write-Off". We create a claim, immediately set it "received" then add the write-off to that claim. Any other ideas?

[KevinRossen]

We want it to show in the "Write Off" column.

Why do you want it to show up as a write off vs adjustment?

[casey]

Our office manager wants it that way, probably to make it easier to track write-offs over long periods of time. Adjustments can be so many different things.

[casey]

I'm a dork. I think I just found where I can add an item to the adjustments. Maybe that'll work.

[KevinRossen]

The way I look at Write-Offs is that they are what we are contractually obligated to reduce our fees by. Adjustments can be a number of different things (pre-payment discount, senior discount, military, etc). I like that the software can differentiate between those. Once you define your adjustments, it can be a number of different things.

[casey]

Okay, adding a "Write-Off" to the adjustments window wasn't kosher for her. She wants the accountant to see all write offs in the "Write Off" column in the "Production and Income" report instead of the "adjustments" column so we ensure our tax filings are accurate.

[KevinRossen]

Okay, adding a "Write-Off" to the adjustments window wasn't kosher for her. She wants the accountant to see all write offs in the "Write Off" column in the "Production and Income" report instead of the "adjustments" column so we ensure our tax filings are accurate.

Well, ultimately you can make a custom report to do whatever you want it to do. I still think it's a good practice to separate write-offs and adjustments. On top of that, it will be A LOT more work for the front desk to create fake insurance plans, submit a claim, then mark the claim as received. Adjustments take 2-3 clicks total.