How do I apply write-offs in Luminello?

Write-offs are financial transactions that reduce the amount owed by a patient when a payment cannot and will not be made. This is primarily when the amount paid by an insurance company is less than the amount submitted and less than the amount due by the patient. Similar to "payments," "write-offs" allows the clinician to bring the balance of a patient/account to zero by applying it to an invoice, thus bringing the invoice balance down to zero. 

Read on to learn more. 

Note: This feature is available for premium (non-grandfathered) plans only. 

1. From your main dashboard, click on "Financial." 

2. Go to the "Invoice Tracker" tab in your "Financial Summary" section. Next, click the drop-down next to the invoice you want to create a write-off. 

Note: Write-offs can only be applied to invoices. 

3. Choose "Apply new write-off" from the drop-down. 4. Add the amount under "Write-off Amount." If you'd like to add a comment, you can do so under "Write-off Comment," and check the applicable boxes below. 

5. Below, you can see the new balance of the invoice once the write-off is applied. To apply the write-off, click "Save."

6. A success banner will display, and you can visualize the new invoice balance below. 

7. This is what it looks like on the invoice. 

8. If you go to the patient's "All Transactions" section under "Billing," you will be able to see the write-off. 

Note: Write-offs can only be applied from the Financial>Financial Summary>Invoice Tracker section (please refer to steps #1 through #5 in this article). 

9. This is what it looks like on a statement/superbill. 

10. Patients can see this from their portal accounts by going to "Billing History." 

If you have any questions, please contact us.