juggernautsei wrote on Monday, November 02, 2015:
I am not able to post anything to these patients and A LOT of patients with DOS prior to 2015 I am not able to adjust there old balances off to get them to a true balance since we started billing out of OpenEMR 9/15/15. Anything prior to that DOS has to be a $0.00 total amount and the system wont let me!
Any suggestions?
fsgl wrote on Monday, November 02, 2015:
I would think that it would be possible to import billing data into ar_activity & ar_sessions to bring prior balances into OE. No reason to write off old balances. When statements are sent, it should have the current balance as a sum of old & new balances.
If the practice does not need the money & wishes to give their patients early Christmas presents; just record the prior balance in one of the User Defined boxes (if there is a need). If the prior balances will not be carried forward, there is nothing to write off.
juggernautsei wrote on Monday, November 02, 2015:
Thank you for that insightful answer. Could you please post some steps to take to remove the old balances. Or can I just go into the table and remove any charge that was befor the given date?
fsgl wrote on Tuesday, November 03, 2015:
If old balances were never entered into OE in the first place, no further action required. Demi’s done.
If there are old balances in OE, go to EOB Posting Invoice, use the W (write-off) link in the Adjustment column & select Admin Adjust as the Adjustment Reason.
If you want a more specific reason, add “Old Balance Write-off” or whatever you wish to Lists.