How to automatically write-off balances for Hardship Customers.

Step 1

Add a policy to the Customer Edit, Policy tab for the Payor: HARDSHIP. This policy will never be submitted to anyone. It simply represents your company’s willingness to write-off this customer’s responsibility due to financial hardship. But the information entered in the policy must be as relevant as other policy information.

Tip: The important bits of information are the Responsibility percentage (should be 100%) if you intent to write-off all customer responsibility.

Tip: Normally when the customer signs a Hardship Waiver, it is only good for a limited time, such as one year. Should your customer win the lottery, you will want to stop the automatic write-off. You should enter the Effective From/Thru dates to indicate when the Hardship should begin and end.

Warning: See Medicare rules for the requirements to automatically write-off customer balances.

Step 2

Add this HARDSHIP policy to any Orders (Medical or Recurring) and Claims to which you want to automatically write-off the customer responsibility. The order should be after any Payors which would pay; Medicare, BCBS, etc., and before the SELF payor.

Step 3

Once you have established the HARDSHIP policy on the Customer and any applicable Orders, you are done. The only remaining step is to Calculate Claim Status from Order, Claims, Claims Pending. This step writes-off any balance assigned to the HARDSHIP policy.

Step 1

Add an Adjustment Reason for Hardship Write-off with the Adjustment ID="HSW". You may also want to choose an Adjustment Account to use to write-off.

Step 2

Add a Payor for Hardship Waiver with the Payor ID="HARDSHIP"; Carrier="F", Normal Policy Type="OT".