Daily Writeoff Report

In Standard Reports, in the Daily section, click Writeoffs.

The Daily Writeoff Report lists write-offs by patient for a single date or date range. Write-offs are only tracked for insurance plans that use a PPO Percentage or PPO Fixed Benefit insurance plan type.

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

Report Options

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 Write-offs: Determines the date write-offs are applied. See Show Insurance Writeoffs for more details.

Clinics: Select one or multiple clinics to include in the report, or check All (Includes hidden) to run the report for all clinics. Unassigned refers to write-offs (claims) not assigned to a clinic.

Click OK to generate the report.

Report

Carrier: Insurance carrier attached to the claim of the associated write-off.
Provider: Provider attached to the Claim Procedures ( claimprocs ).
Clinic: Clinic attached to the claim procedure.
Writeoff: Write-off amount

The following columns appear when Using initial claim date for write-off estimates, insurance pay date for write-off adjustments is selected:

Note: When running using Using initial claim date for write-off estimates, insurance pay date for write-off adjustments:
  • The Writeoff column doesn't necessarily reflect the actual write-off if the date range of the report does not include the initial claim date and the payment date.
  • Write-offs are totaled at the bottom of the report. For the date range: Writeoff Estimate + Writeoff Adjustment = Writeoff