- Write Off PR — your practice decides that, while PR may technically be due, you won’t collect it (for example, bad debt not worth pursuing). All PR can be written off.
- Cancel PR — your practice decides the PR is incorrect and should never have existed, so you erase it. Some PR types can’t be cancelled. See How to Cancel PR.
How to Write Off PR
- Open the patient’s profile and, on the Charges tab, click View Details on the charge.
- Click Write Off.
- In the write-off window, enter the portion of PR to write off — as much or as little as you like.
- Document the reason — choose a standardized reason from the dropdown or enter a custom one.
- Click Confirm.
Undoing a Write-Off
Write-offs are fully reversible.- If the write-off is still open in front of you: click Write Off again to reopen the controls, then click the red Remove Write Off button.
- Starting from scratch: open the patient’s profile, find the written-off charge on the Charges (or Transaction History) tab, click View Details, then click Write Off. In the window, enter the amount to reverse and a reason, then click Remove Write Off.
Troubleshooting
If the Write Off button is disabled, hover over it for a tooltip explaining why. Most often the PR has already been paid — you’ll need to refund the payment before writing it off.Other Resources
To write off a balance with the Posting Tool, see Remittances and How to Use the Posting Tool Page.FAQ
Can I reverse a write-off?
Can I reverse a write-off?
Yes — all write-offs are reversible. Reopen the charge’s write-off controls and click Remove Write Off, entering the amount to reverse and a reason.