Account Write-Off Balances Report

The Account Write-Off Report will display the write-offs that have been performed in a specific Date Range. 

Run the Report

1. To view this report hover over the Reports tab, then click Snapshot Reports.
2. Select Write-Off Balances in the Balance/AR card.
3. From here, you can use specific search criteria to view the clients. If you check the “Only clients with a balance” checkbox, the report will only display patients that have an amount in the balance column.
   
4. The report columns display the Client Name, Session Balance (Prior to Write-Off), Write-Off Amount, Balance (Post Write-Off), and the Write-Off Reason.
   
5. To view a more detailed list for a specific patient, click the icon to the left of the Client Name. The Write-Off Balances -Details by Client list will populate in a new window.
6. If you hover over the Print icon, you can print the PDF version of this report or export the information to Excel by choosing the Comma Separated Value option.