Overview
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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 | Minimum number of days the guarantor is responsible for the balance prior to completing the small balance writeoff. |
| Maximum procedure balance | Display Only (pulled from Admin > Practice: [ID] > Miscellaneous tab) | Yes | Maximum amount allowed per procedure to be written off and classified as a small balance. |
| Maximum account balance | Display Only (pulled from Admin > Practice: [ID] > Miscellaneous tab) | Yes | Maximum amount allowed per account to be written off and classified as a small balance. |
| Transaction code | Display Only (pulled from Admin > Practice: [ID] > Miscellaneous tab) | Yes | The transaction code to be posted to AR to reflect the small balance writeoff transaction. |
| Acct | Display Only (pulled from Active AR) | Yes | The account ID tied to the outstanding balance. Includes a hyperlink to the Act: [ID] page. |
| Acct Balance | Display Only (pulled from Active AR) | Yes | The account's total outstanding balance. |
| Guarantor | Display Only (pulled from Active AR) | Yes | The guarantor assigned to the balance. |
| Patient | Display Only (pulled from Active AR) | Yes | The patient associated with the balance. |
| CPT | Display Only (pulled from Active AR) | Yes | The CPT for the procedure associated with the balance. |
| DOS | Display Only (pulled from Active AR) | Yes | The date of service associated with the balance. |
| Qty | Display Only (pulled from Active AR) | Yes | The number of procedures tied to the account balance. |
| Billed | Display Only (pulled from Active AR) | Yes | The amount billed for the procedure associated with the balance. |
| Balance | Display Only (pulled from Active AR) | Yes | The amount still outstanding, or not paid, for the procedure. |
| Ins Pmt | Display Only (pulled from Active AR) | Yes | The amount remitted by the insurance company. |
| CWOFF | Display Only (pulled from Active AR) | Yes | The disallowed amount entered on the payment, which is taken as a negative adjustment. |
| Withhold | Display Only (pulled from Active AR) | Yes | All withhold adjustments (additional payer adjustment) applied to the service line in payment entry. The amount held by the insurance company and applied as a credit to the SVCFE line item. |
| Adjust | Display Only (pulled from Active AR) | Yes | The individual adjusted amounts on the service fee line. |
| Guar Pmt | Display Only (pulled from Active AR) | Yes | The total amount of payments from the guarantor posted to the guarantor account. |
| Total Amount to be written off | Display Only (pulled from Active AR) | Yes | Sum total of the selected line items' Balance column. |
Button Descriptions
Button | Shortcut Keys | Description | Step-By-Step Guides |
|---|---|---|---|
| Select All/Select None | Not Applicable | Provides a convenient way to select/deselect all account line items. The button toggles between Select All/Select None values upon selection. | |
| Post | [Alt] + [P] | Post the writeoff transaction to AR. |