Creating an Agency Write Off

Occasionally a session will need to be written off due to providing a service but not receiving reimbursement. This can happen for many different reasons like untimely claim filing or not having an authorization on file. To record this type of payment in Checkpoint, do the following: 

1. Select the Client menu

2. Select the  icon for the client whom the session needs to be written off

3. Select the  icon of the session you'd like to apply the write off to

4. Select the  icon in the "Payment" box

5. Enter the write off date (see image below)

6. Select Payer: Agency (see image below)

7. Enter paid amount (see image below)

8. Complete any other field as necessary

9. Click Add

The red arrows indicate required fields, but you can add additional information if needed. Below is a brief description of each field. 

Date: Enter the date of the write off.

Payer: There are a couple options under this section but for write off "payments", choose Agency.

Session Status: Select Write Off.

Check #: Not needed in the case of a write off.

Paid: Enter the amount of the write off. 

Ins Allowed: Use this field when the charge amount is higher than the payment amount to achieve a zero-dollar balance. Charge Amount - Ins Allowed Amount = Session Balance

Memo: Enter any additional information about the payment in this field.