There are a few different ways to write off charges in Insights.
These walkthroughs illustrate efficient methods using the Posting Tool page.
Important Notes:
- PR can take 10-15 minutes to generate. Please wait for our system to update before attempting to make further adjustments.
- We advise against creating negative balances when posting remittances or adjustments. Negative balances occur when total recorded payments exceed total charges.
⚡ Click here for a quick explanation of when PR gets sent to the patient.
- PR (whether sent to the patient's account or not) is a part of the Balance.
- PR is only sent to the patient when all other balances are resolved, such that
PR amount=Balance amount.
- So a balance consisting of $10 Denied + $20 PR will not go to the patient, because the $10 Denied must first be reconciled.
- When that $10 is resolved (written off, or added to the PR amount) we get one of the following cases:
- $0 Denied ($10 written off) + $20 PR, or
- $10 PR (moved from denied to PR) + $20 PR (previously existing)
- In either case, the balance will now be equal the total PR. This will cause it to be sent to the patient.
😷 How to Write Off PR
Copay, coinsurance, deductible, self pay, and some miscellaneous charges all constitute PR. For all other charges, see the next walkthrough on how to write off a payer balance.
In the Posting Tool, find the encounter with the PR charge you’d like to write off. Use the filters to narrow your search if necessary.
Click the arrow next to the encounter to see its procedures. Find the procedure in question and click Post/Adjust.
In the Posted Payments list, find the row with the PR to be written off. Click the three dots in the ‘Actions’ column to open that menu, then select Write Off PR.
In this example, we’ll write off part of the deductible charge.
Fill in the amount you’d like to write off and add a note explaining the write off.
Click Write Off PR.
You’ll see your write off as a (mandatory and automatic) preview, highlighted yellow, in the Posted Payments list.
Check the potential result in the Procedure Summary section at the top, which shows potential changes in blue text. If something looks incorrect, you can always undo the write off by clicking the ‘Undo’ arrow in the ‘Actions’ column on the preview.
When everything looks correct, click Confirm Posting.
Done!
🏢 How to Write Off a Payer Balance
Navigate to the Posting Tool and filter for the encounter in question.
Click the arrow next to the encounter to see all its procedures. Find the one you’d like to edit and click Post/Adjust.
In the Posted Payments list, find the row with the payer charge to be written off. Click the three dot menu in its ‘Actions’ column and select Write Off.
Enter the amount to write off and a note explaining the write off.
Then, click Write Off.
You’ll see your write off as a (mandatory and automatic) preview, highlighted yellow, in the Posted Payments list.
Check the potential result in the Procedure Summary section at the top, which shows potential changes in blue text. If something looks incorrect, you can always undo the write off by clicking the ‘Undo’ arrow in the ‘Actions’ column on the preview.
When everything looks correct, click Confirm Posting.
Done!
Powered by