Page 1 of 2

Enter deposits and apply payments

Posted: Tue Mar 14, 2017 11:27 am
by Rocky
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

Re: Enter deposits and apply payments

Posted: Wed Mar 15, 2017 2:20 pm
by Gavin Walker
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.

Re: Enter deposits and apply payments

Posted: Wed Mar 15, 2017 3:00 pm
by Rocky
Can I do anything with V19

Re: Enter deposits and apply payments

Posted: Wed Mar 15, 2017 4:56 pm
by Gavin Walker
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.

Re: Enter deposits and apply payments

Posted: Fri Mar 17, 2017 5:08 am
by Rocky
Where can I find (small balance write off) in the program.

Re: Enter deposits and apply payments

Posted: Fri Mar 17, 2017 8:26 am
by Gavin Walker
You need to upgrade to version 21 first.

Re: Enter deposits and apply payments

Posted: Fri Mar 17, 2017 1:36 pm
by Rocky
you said With Network Pro, there is a small balance write off, where

Re: Enter deposits and apply payments

Posted: Fri Mar 17, 2017 5:05 pm
by Gavin Walker
On the menu go to Activities -> Small Balance Write Off

Re: Enter deposits and apply payments

Posted: Wed Mar 22, 2017 3:57 pm
by Rocky
I just want to wright off the reminders will it do that

Re: Enter deposits and apply payments

Posted: Thu Mar 23, 2017 8:00 am
by Gavin Walker
No, just small remaining balances after the patient has paid.

Re: Enter deposits and apply payments

Posted: Tue Mar 28, 2017 3:43 pm
by Rocky
On the "Small Balance Write Off" tab, where can I add or find the column the date of service with a balance?

Re: Enter deposits and apply payments

Posted: Tue Mar 28, 2017 4:51 pm
by Gavin Walker
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.

Re: Enter deposits and apply payments

Posted: Tue Mar 28, 2017 8:20 pm
by Rocky
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

Re: Enter deposits and apply payments

Posted: Wed Mar 29, 2017 9:31 am
by Gavin Walker
That's exactly what the Write Off Utility in Medisoft v21 does.

Re: Enter deposits and apply payments

Posted: Thu Mar 30, 2017 8:17 am
by Rocky
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