Enter deposits and apply payments

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Rocky
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Joined: Mon Feb 06, 2017 8:45 am

Enter deposits and apply payments

Post by Rocky » Tue Mar 14, 2017 11:27 am

I want to adjust for the reminder patience to zero as this symbol indicates. 2015, 2014 , and ETC.
Instead of doing the adjustment manually for many many patients is there a program I can use?
please review picture I had indicated
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Gavin Walker
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Re: Enter deposits and apply payments

Post by Gavin Walker » Wed Mar 15, 2017 2:20 pm

In Medisoft v21 there is a write-off utility to write off balances older than a date that you select. So you could write off anything older than 12/31/2015 for example.
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Rocky
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Joined: Mon Feb 06, 2017 8:45 am

Re: Enter deposits and apply payments

Post by Rocky » Wed Mar 15, 2017 3:00 pm

Can I do anything with V19

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Gavin Walker
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Re: Enter deposits and apply payments

Post by Gavin Walker » Wed Mar 15, 2017 4:56 pm

The only option is manual entry on v19. With Network Pro, there is a small balance write off, but this will only write off small balances and definitely not the $125 example you gave above.

Rocky
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Joined: Mon Feb 06, 2017 8:45 am

Re: Enter deposits and apply payments

Post by Rocky » Fri Mar 17, 2017 5:08 am

Where can I find (small balance write off) in the program.

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Gavin Walker
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Re: Enter deposits and apply payments

Post by Gavin Walker » Fri Mar 17, 2017 8:26 am

You need to upgrade to version 21 first.

Rocky
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Re: Enter deposits and apply payments

Post by Rocky » Fri Mar 17, 2017 1:36 pm

you said With Network Pro, there is a small balance write off, where

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Gavin Walker
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Re: Enter deposits and apply payments

Post by Gavin Walker » Fri Mar 17, 2017 5:05 pm

On the menu go to Activities -> Small Balance Write Off

Rocky
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Re: Enter deposits and apply payments

Post by Rocky » Wed Mar 22, 2017 3:57 pm

I just want to wright off the reminders will it do that

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Gavin Walker
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Re: Enter deposits and apply payments

Post by Gavin Walker » Thu Mar 23, 2017 8:00 am

No, just small remaining balances after the patient has paid.

Rocky
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Re: Enter deposits and apply payments

Post by Rocky » Tue Mar 28, 2017 3:43 pm

On the "Small Balance Write Off" tab, where can I add or find the column the date of service with a balance?
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Gavin Walker
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Re: Enter deposits and apply payments

Post by Gavin Walker » Tue Mar 28, 2017 4:51 pm

That's the Cut Off date on the left hand side. You have to enter the Write Off Code, maximum write-off amount, and statement submission count and then click Apply.

Rocky
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Re: Enter deposits and apply payments

Post by Rocky » Tue Mar 28, 2017 8:20 pm

NO I need a tab in the main program indicate the service date,,Can I add a tab
Or
Remove the Remainder Balances in the((Remainder Tab]]for all patients years 2015 and before

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Gavin Walker
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Re: Enter deposits and apply payments

Post by Gavin Walker » Wed Mar 29, 2017 9:31 am

That's exactly what the Write Off Utility in Medisoft v21 does.

Rocky
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Re: Enter deposits and apply payments

Post by Rocky » Thu Mar 30, 2017 8:17 am

what it does, to the present day .. I wanted to adjust to the year that I want to,,,the last time the patient made a payment

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