Applying Write-offs

Applying Write-offs

You can view billing by the individual client from within their client chart (Billing tab) or by selecting Billing on MBP's main page








Once you have found the appointment you want to write off, you will select the Action tab ➡️ Apply Write-off



From here, the Record Write-off box appears. You can add the date, amount, and any other reference notes for the write-off and select Record Write-off



To see a full record of the write-off select By Transaction


    • Related Articles

    • Running Billing vs. Collected Reports

      STEP 1: Click on the Reporting tab in the navigation bar and click on the Billing vs. Collected tab on the right-hand side. STEP 2: Select the desired parameters for your billing vs. collected report. Date Range Clinicians Type of Report STEP 3: ...
    • Exporting Billing

      Step 1: Go to Billing from the main menu Step 2: Click on Export Billing to download it as a CSV file. Once exported, the CSV file includes the following: - Address - Office Number - Therapist - Client ID - Client Name - Date of Service (DOS) - CPT ...
    • Unit Billing

      When creating a new appointment, you can enter the quantity of units for each CPT code selected. Simply select the CPT code from the dropdown, enter the number of units for that CPT code, and then enter the service fee per unit. The system will then ...
    • Onboarding Worksheet

      Please complete the attached onboarding worksheet prior to meeting with one of our onboarding specialists. If you would like to bulk-upload clients, please see the following Client Import Template for further instructions: Client Import Template
    • Writing a Group Note

      Guide for setting up groups can be found here: Creating Client Groups Once you have created a client group within your account settings and scheduled a group appointment, you'll be able to utilize our group notes feature. STEP 1: Click on the Group ...