Overview
| Panel | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| |||||||||||||||
|
Field Definitions
Field | Type | Required | Description | ||
|---|---|---|---|---|---|
| Practice | Filter | Yes | Filter to select the practice for which balance is being written off. | ||
| Minimum day responsible | Display Only (pulled from Admin > Practice: [ID] > Miscellaneous tab) | Yes | UPDATE | ||
| Maximum procedure balance | Display Only (pulled from Admin > Practice: [ID] > Miscellaneous tab) | Yes | UPDATE | ||
| Maximum account balance | Display Only (pulled from Admin > Practice: [ID] > Miscellaneous tab) | Yes | UPDATE | ||
| Transaction code | Display Only (pulled from Admin > Practice: [ID] > Miscellaneous tab) | Yes | The transaction code to be posted to AR to reflect the small business writeoff transaction. | ||
| Acct | Display Only | Yes | The account ID tied to the outstanding balance. Includes a hyperlink to the Act: [ID] page. | ||
| Acct Balance | Display Only | Yes | The account's total outstanding balance. | ||
| Guarantor | Display Only | Yes | The guarantor assigned to the balance. | ||
| Patient | Display Only | Yes | The patient associated with the balance. | ||
| CPT | Display Only | Yes | The CPT for the procedure associated with the balance. | ||
| DOS | Display Only | Yes | The date of service associated with the balance. | ||
| Qty | Display Only | Yes | UPDATE | ||
| Billed | Display Only | Yes | The amount billed for the procedure associated with the balance. | ||
| Balance | Display Only | Yes | The amount still outstanding, or not paid, for the procedure. | ||
| Ins Pmt | Display Only | Yes | UPDATE | ||
| CWOFF | Display Only | Yes | UPDATE | ||
| Withhold | Display Only | Yes | UPDATE | ||
| Adjust | Display Only | Yes | UPDATE | ||
| Guar Pmt | Display Only | Yes | UPDATE | ||
| Total Amount to be written off | Calculated Field | Yes | Sum Display Only (sum total of the selected line items' Balance column) | Yes | . |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
|---|---|---|---|
| Post | [Alt] + [P] | Post the writeoff transaction to AR. |