Applying Writeoffs to Production
If you have insurance plans that use the PPO percentage insurance plan type, there are several reports that can be used to report writeoffs.
Within the reports are options for 'Show Insurance Writeoffs'. These options affect the date of writeoffs in the report.
Set the default option in Report Setup - Misc Settings, Default to using Proc Date for PPO writeoffs.
Option 1: Using insurance payment date: Apply writeoffs when the insurance payment is received. We recommend this option when you do not know the writeoff amount when service is completed (carrier fee schedule is unknown).
Option 2: Using procedure date: Apply writeoffs when the procedure is completed. We recommend this option when you know the writeoff amount when service is completed (you have entered the carrier's fee schedule).
Option 3: (Production and Income Report only)
Option 1: Show using insurance payment date. Writeoffs are applied to production on the insurance payment date.
Option 2: Show using procedure date. Writeoffs are applied to production on the date of service.
Option 3 (Production and Income Report only): Using both. Procedure date for writeoff estimate, insurance pay date for writeoff adjustment.
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