Write-Off Report

  Permissions: You must have Billing Permissions.

This Report shows Write-Offs that occurred in a certain Date Range and it can be filtered by Client and Staff Member. 

NOTE: This Report does NOT include Archived Clients.

Jump to Section [Set Report Parameters] [Read Report] [Download Report]

Set Report Parameters (Filter)

1. Click Reports in primary navigation bar and click Write-Off under Billing section.
2. Set Filters:
   • Set Date Range
   • Select Client
   • Select Staff
3. Click Run Report. 
   

   Note: Change the number of Clients shown per page (10, 25, 50 or 100) by clicking desired unit at top of report. 

   

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Read the Report

1. You can Search the Report for a specific name or word. i.e. Status, Client Name, Service Type, etc.
2. At the top, you can get a quick "at a glance" view of the Report.
3. From left to right, you can see:
   • Client Name
   • Invoice Number
   • Service Dates
   • Write Off Date
   • Client Write Off Amount
   • Insurance Write Off Amount
     

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Download Report

Once you have run the Report, you can copy or download the CSV, Excel, and PDF version directly to your computer.

1. Click the CSV and PDF button on the upper right tab.
   

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