Make sure you have an Adjustment Type set up that will allow you to diminish the ledger. If one is not in the office’s Adjustment Type listing, click the word “Setup” and choose the “Payment Types” options from the drop-down box. Click the Add New Type button, input the appropriate information. Click the Save button, and confirm the addition.
From the Patient Overview screen, access the Ortho Payment Plan Details and click the Billing Details button. In the field for the Billing Amount that is due next, indicate the full amount of the remaining contract balance. Tab through the remaining Billing Amounts and enter a zero (0) in the field. Click the Save button. The Payment Plan Periodic Billing Detail screen will be refreshed to show past billed amounts and one final payment due with the full remaining contract balance amount in the field. Click the Close Window button, and click the Close button to return to the Patient Overview screen.
Next, the periodic payment needs to be generated to the Ledger. Click the word “Utilities” and choose the “Generate Ortho Payment Plan Charges” options from the drop-down box. Select a date that will generate the remaining charge and click the Go button. Place a checkmark in the box to select the desired patient, and click the Post Patient Ortho Periodic Charges button.
Access the patient’s Ledger and confirm the periodic payment for the remaining amount has been placed on the Ledger. Click the Payments/Adjustments button, and choose the appropriate Adjustment Types selection. Enter the write-off amount and click the Apply button.
At the completion of the process, the user may wish to mark the patient as Inactive in the Patient Overview/Edit screen.