The easiest way to write off a payor balance is during ERA posting. However, you can also take these actions directly from the purchase, which we will walk through in this article.
(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 Account Summary, click the green Write-Off button.
2) This will open up the Write-off 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.
💡Pro tip:
- You can only write off a claims balance AFTER you have received the ERA for each associated claim.
- The Write Off can also be taken directly from the posting screen. Learn more about how to write-off while posting here.
- This article is how to write-off a payor balance or contractual adjustment. Click here to learn how to write-off a patient balance.