Bulk Write Off

We have a new area inside our payment posting screen. 

There has always been a Flat View of the claims, but our new feature will allow you to adjust selected claims to Zero ($0) and settle the balance.

This can be found inside the Billing tab -> Payments

If you are starting a new Payment to complete adjustments from the insurance, you can use the Create in the upper right-hand corner. (We do recommend upload any documentation supporting the write off if it is insurance-based)

You will want to add the dates of service to this payment that the adjustments would be applied to inside the Apply | Claims Tab:

Once Inside the payment, click on the Flat View tab. You will see a drop-down. Click and Select Adjust off Balance:

You will get a new option to select the Adjustment Reason (you are able to create one if it is Admin based: Create Adjustment Codes)

Below, you will select the claims that you want to adjust off by clicking on the Check box number to the claim. To Select all click on the Check box at the very top (highlighted in the green box below):

After selecting all the claims, click Submit to apply the adjustment:

This will adjust the selected claims down to $0.

If you need to remove the Adjustment from the line applied, you can use the Bulk Delete option. Click here to see how this works!