Show Insurance Writeoffs

In Standard Reports, in the Production and Income area, click More Options.

If you have insurance plans that use the PPO percentage insurance plan type (PPO Insurance Plan), there are several other reports that can be used to report write-offs (e.g. Receivables Breakdown Report, Daily Writeoff Report, PPO Writeoffs Report).

Within the reports are options for Show Insurance Write-offs. These options affect the date of write-offs in the report.

Set the default option in Report Setup: Misc Settings, Default to using Proc Date for PPO write-offs.

Option 1. Using insurance payment date

Apply write-offs when the insurance payment is received. We recommend this option when you do not know the write-off amount when service is completed (carrier fee schedule is unknown).

This method is used in the patient Account Module. Use this method if you use global lock dates.

Option 2. Using procedure date

Apply write-offs when the procedure is completed. We recommend this option when you know the write-off amount when service is completed (you have entered the carrier's fee schedule).

Option 3. Using initial claim date for write-off estimates, insurance pay date for write-off adjustments

The write-off estimate displays what was originally sent to insurance. Updating the write-off after the claim was sent will not reflect on the report under write off estimate but will display under write-off adjustments once the payment has been entered.


Production and Income Report only. Include write-off estimates and changes to write-offs in the Production and Income report.

Example

Let us look at how each option affects the reporting of just one procedure in a monthly production and income report.

Option 1: Show using insurance payment date. Write-offs are applied to production on the insurance payment date.

Option 2: Show using procedure date. Write-offs are applied to production on the date of service.

Option 3(a): (Production and Income Report only) Using both. Procedure date for write-off estimate, insurance pay date for write-off adjustment.

Option 3(b): (Production and Income Report only) Using both. Procedure date for write-off estimate, insurance pay date for write-off adjustment. In this example, the insurance paid more than the estimate and the office decreased the write-off. This gave more to production and created a write-off adjustment showing they didn't write off as much.