Where a patient account is in debt, and it is not feasible it will ever be paid, CareRight has the capability to write off old debt en masse, particularly when a patient account has been closed (but the existing financial records have not been written off).
This is particularly useful if the debt has reached statutory limitations.
Users with Account - Restricted Actions permissions are able to view and search for outstanding debts.
Dashboard > Reconciliation > Debts
or
Dashboard > Location > Reconciliation > Debts
- Click the debts.
- By default the current data will be displayed
- To change the date the data is displayed for
- Use the calendar icon near the top left of the window to select the required date
- Click the Search button
The date criteria will show patient accounts with a non 0 balance and no activity after the specified date.
A user can export the result into CSV file.
For managing other patients with debt or more recent transactions, we recommend the Aged Debtors Report (Aged Receivables Report)
- After careful review, you can select the individual accounts you wish to bring to a $0.00 balance.
- After you select and click on write off system will ask you a confirmation.
- Once you confirm the invoices to reduce the balance to $0.00
