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Daily Writeoff Report  

The Daily Writeoff Report lists writeoffs by patient for a single date or date range. Writeoffs are only tracked for insurance plans that use the PPO Percentage plan type. See In-network / Contracted Insurance Plans (PPOs.

Note: For security permissions that affect report access, see Permissions.

  1. In the main menu, click Reports, Standard
  2. In the Daily section, click Writeoffs.



  1. Select the report criteria.
    Calendar:  In the first calendar select the start date.  In the second calendar select the end date.  The date range defaults to today's date.
    Providers: Highlight the Providers to include. Press Ctrl while clicking to select multiple providers or click All to select all providers. Provider selection is only an option if the logged-on user has the 'Daily - View All Providers' permission.
    Show Insurance Writeoffs: Determines the date writeoffs are applied. See Applying Writeoffs to Production for more details.
    - Use insurance payment date: Apply writeoffs on the date the insurance claim is received (Receive a Claim).
    - Use procedure date: Apply writeoffs on the day the procedure is completed.
    Clinics:  If using Clinics, select the clinics to include. Press Ctrl while clicking to select multiple clinics, or click All to select all clinics. 'Unassigned' refers to writeoffs (claims) not assigned to a clinic.
  2. Click OK to generate the report.

 

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