The Daily Write-off Report lists write-offs by patient for a single date or date range.

In Standard Reports, in the Daily section, click Write-offs.

Write-offs are only tracked for insurance plans that use a PPO Percentage or PPO Fixed Benefit plan type.

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

Filters

Set the report criteria and filters before running the report.

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: Select the providers to include. Ctrl + click to select multiple providers. Check All to include all listed providers.

• Filters by provider attached to the Claim Procedure.
• Users without the Daily - View All Providers permission will only see the provider associated with their User in the Providers list and the All checkbox will be disabled.
• Users must have the Daily - View All Providers to access the full provider list and utilize the All checkbox.

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

• Using insurance payment date: Apply write-offs on the date the insurance claim is received (Receive Claim).
• Using procedure date: Apply write-offs on the day the procedure is completed.
• Using initial claim date for write-off estimates, insurance pay date for write-off adjustments: Apply write-off estimates on the claim date and changes to write-offs on the insurance payment date. Includes additional columns on the report. See below for details.

Clinics: Select clinics to include in the report. Ctrl + click to choose multiple clinics or check All (Includes hidden) to run the report for all clinics.

• Filters by clinic assigned to the claim procedure.
• If user is restricted to specific clinics, only accessible clinics will list. When checking All (includes hidden), results will include all clinics user has access to, including those marked hidden; results do not include clinics user is restricted from or write-offs not assigned to a clinic.

Report

Click OK to generate a print preview of the report. The resulting report will change depending on the selected Show Insurance Write-offs option. Below is an example of the report and descriptions of each column on the report.

• Carrier: Typically insurance carrier attached to the claim of the associated write-off.
  • If more than one insurance carrier has write-offs entered for the same provider, patient, and date, the write-off total is grouped and only one carrier name is displayed.
• Provider: Provider attached to the claim procedure.
• Clinic: Clinic attached to the claim procedure.
• Write-off: 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:

• Write-off Estimate: Write-off estimate in the Claim Snapshot. Appears on the report on the initial claim date.
• Write-off Adjustment: Write-off adjustments from the insurance payment date (e.g., any change to the original write-off estimate).
• Write-off: Total of the Write-off Estimate and Write-off Adjustment columns.