Offsetting remaining balances

If your practice does not bill patients for remaining balances after insurance, you can create an adjustment to offset any remaining balance.

To offset a remaining balance

1.   Select the patient you want to offset a remaining balance for.

2.   In the Accounts transaction log, double-click the insurance claim with the remaining balance.  

The Primary or Secondary Insurance Claim window appears.

3.   In the toolbar, click Enter Payment, and then click Total Payment Only.

The Total Insurance Payment dialog box appears.

4.   Under Enter Adjustment, select Write-Off, and then type the write-off amount in the Total Amount field.

5.   Click OK/Post.

The Enter Adjustment dialog box appears.

6.   Select the appropriate adjustment type and provider, and then click OK.

7.   In the toolbar, click Exit.

If the patient has secondary coverage, a reminder to create a secondary claim appears.