Introduction

Inurance Write Off screen allows to write off the Insurance responsibility to be paid by Insurance company for a claim. To write off Insurance responsibility, claim should be in 'Billed' state and claim should have Insurance responsibility as amount balance.

Add New Insurance Wirite Off

To add a new Insurance Write Off, click button 'Add New'. Enter Date and select insurance company. All other fields are disabled. Click on Save to reatin the details. Once Insurance write off is saved, note that the other fields are enabled and user can enter all details against this Write Off.

Insurance Write off No.: It is insurance write off voucher no. and is auto generated by system when Insurance write off is created. This is non editable field. It is hyperlinked to display pop up Insurance Write Off - Last Update Details'. Pop up 'Insurance Write Off - Last Update Details' displays details like 'Claim', 'Code', 'User who updated the write off', 'Timestamp - modified time and date'.

Write off date: It is the date on which Insurance write off was credited. Generally, system puts current date but user can change it using binocular.

Status: There are two statuses of Insurance Write Off.

'Entered' - For newly created Insurance write off or till it is not posted.
'Posted'- Once Insurance Write off is posted using checkbox 'Ready to Post', status finally changes to 'Posted'. It can not be further edited unless reopened again using button 're-open'.

Post Date: It is the date Insurance write off posting.

Select Claims for Write Off: : Click binocular to select claims of patient where amount billed to insuarnce has to be written off. (Note that claim records for Patient Bills Only are considered)

Claims Details

Del:Click icon to delete the selected claim from Insurance Write Off.

Claim Id: It the Id of the claim selected for Insurance write off.

DOS: It is date of service.

POS: It is place of service.

Patient Name: It is the name of patient associated to claim which has to written off.

Provider: It is the provider assoicated to claim.

Bill Amount: It is the Total Billed Amount.

Bal Amt: It is the outstanding patient balance amount.

Insurance: It is name of the insurance company associated to claim.

Charge Code Details

Code: It is the charge code in claim.

Name: It is the name of the charge code.

Bill: It is the billed amount of charge code.

Paid : It is the amount paid for the charge code in claim.

Bal: It is the calculated Balance Amount which can be written off.

Write Off Amount: In case there is a Balance Amount, Biller can enter the same Amount under this column and so that the Bill amount and Write Off are fully matched and adjusted. If the Balance Amount is not written Off, the Bill will remain as outstanding and will appear in every statement / report.

Reasons: Select reason for write off from drop down list.

Comments: Enter comment here.

On post records in the bottom detail table, against which No amount is entered will be deleted.

Note: Updates about Insurance write off is updated on Patient A/C. Click hyperlink 'Ins W0' on Patient A/C to view written off amount.

Totals: Shows the Totals of all the records.