How to write off client balances IF we can’t collect

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Because of our new pay structure with the clinicians, we no longer need to create OC payments for client balances to ‘write them off.’ Instead, we 'write off' their balance if we can't collect by checking this box and selecting the reason.  

It looks like this.

Billing items with an asterisk shows there was a write-off.

The billing statement will show the write-off.

When to write off balances as 'bad debt'

Write off the balance if ALL the following are true:

  1. If the outstanding balance is 120+ old AND
  2. The client is terminated (termination note on file) AND
  3. 2+ notices (outstanding balance notices) have been sent to the client in TN Messages.

If all the above is true, write off the balance and select "Bad Debt" as the reason.  

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