Daily Write-off Report

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

Note: To control user access to this report, see Report Setup: Security Permissions.

  1. In the Main Menu, click Reports, Standard.
  2. In the Daily section, click Write-offs.
  3. 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.
  4. 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.
  5. Show Insurance Write-offs: Determines the date write-offs are applied. See Applying Write-offs to Production for more details.
    • Use insurance payment date: Apply write-offs on the date the insurance claim is received (Receiving Claims).
    • Use procedure date: Apply write-offs on the day the procedure is completed.
  6. Clinics: Select the clinics to include. Press Ctrl while clicking to select multiple clinics, or click All to select all clinics. Unassigned refers to write-offs (claims) not assigned to a clinic.
  7. Click OK to generate the report.