Write-off Reports

Reports for write-offs are available with three different types of output of information:

• Adjustments by type for a date range.
• Write-offs by Date/Provider/Patient/Payer/Reason/Item.
  • Write-offs by Date/Provider/Patient/Payer/Reason/Item - By Location.
• Ledger posting.

Instructions

Adjustments by type for a date range.

1. Access Reports > Accounting > Sales.
2. In the Report Type field, select Adjustments by Type.
   • To receive results that display patient names, click 'Detailed.'
3. In the Date Range field, select the appropriate option for your situation.
4. Complete all other fields as needed.
5. Click 'Search.'
6. Single click on the line item to display additional detailed information. See Example

Write-offs by Date/Provider/Patient/Payer/Reason/Item

This report is also available with the added data for "By Location." Follow the instructions below and select the report name that includes "By Location." 

1. Access Reports > Accounting > Custom Reports.
2. Click the + icon.
3. Select Import Report.
4. In the Import Queries modal, check the box for "Writeoffs by Date/Provider/Patient/Payer/Reason/Item."
5. Click 'Import.' Note: The report is now listed within the Custom Reports grid.
6. Single click the report to open.
7. In the Comparison Value(s) column, input Start Date and End Date.
   • If creating a report for "By Location," select the appropriate location in the dropdown menu.
8. Click 'Save.'
9. Click the export or print icon for the report to receive the data. See Example

Ledger Posting

1. Access Reports > Accounting > Ledger Posting Report.
2. In the Ledger field, select Sales Writeoffs.
3. In the Posting Date fields, input dates.
4. Click 'Search.' Note: Patient name is included in this report. 
5. Click the gear icon to export (Optional). See Example