Write Off Third Party Payments

If a patient did not pay their bill, a write off can be performed.

About this task

Write off a patient's invoice from History tab.

Procedure

To write off an invoice:
  1. Select Claiming, Banking, and Payments IconClaiming, Banking, and Payments > History from the menu.
    History Tab
    The Transaction History panel is initially displayed blank.
    Transaction History Panel
  2. In the Search by account holder field, to search the transactions, enter an account holder.
    Search Field Example
    Tip: Alternatively, in the Search by ref # field, enter a reference number.
  3. From the Status list, select All or Unpaid or Unpaid and unfinalised.
    The unpaid amount due is displayed in red in the Due column.
  4. Hover your mouse over an item you want to write off, click Edit menu iconEdit menu, and then select Write Off from the list.
    List - Write Off
  5. In the transaction item, select a Category, and provide a Reason for the write off.
    Write Off - Reason
  6. Click Save.

Results

A message indicates that the invoice is written off.

What to do next

To display the details of the write off, in the Transaction History, set Show Adjustments.