In addition to being able to write-off payor balances and contractual adjustment while posting an ERA, you can also take these actions directly from the purchase.
(Note: this article covers how to write-off a payor balance/contractual adjustment, to learn how to write-off a patient balance, click here).
Here's how to write-off payor balance and allocate patient balance from the purchase:
1) At the bottom of the purchase, click the green Write-Off button.
2) This will open up the Write-off/Allocate Claims screen displaying the payment and balance details for the purchase.
3) To write-off a balance, enter that balance in the Write off amount field and click the green Write off button. To allocate an amount to the patient (in addition to their already calculated co-pay/coinsurance/deductible balance), enter that amount into the Allocation amount field, and click the green Allocate to Patient Invoice button.
💡Pro tip:
- You can only write off or allocate balance AFTER you have received the ERA for each associated claim.
- These actions can be take directly from the posting screen. Learn more about how to write-off and allocate balance while posting here.
- Ensure that the purchase reflects the information on the ERA by checking patient benefits (copay, coinsurance, deductible) and checking allowed amounts on the services.
- This article is how to write-off a payor balance or contractual adjustment. Click here to learn how to write-off a patient balance.