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What changed with write-offs between Gen 7 and Gen 10?
Prior to Gen 10's release, MacPractice would not deduct any write off from the open balance with Insurance Estimating enabled. Instead, they would see their "actual" production amounts.
Now in Gen 10, we've implemented a change so that write offs ARE taken into account when reviewing open balances. This means that an open balance would have estimated write offs deducted from the open balance until a payment came in.
Scenario 1: Write offs aren't deducted (Gen 7 and before)
This screenshot is using the old method of not factoring in write offs into the open balance with insurance estimating enabled.
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Scenario 2: Write offs are deducted (Gen 10 and beyond)
Meanwhile, this screenshot utilizes the new method of factoring in the write offs to estimate an accurate open balance until the insurance payment is applied. Insurance Estimating is also enabled on this example.
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After deliberation, we've decided that the best option would be to let offices decide for themselves which method to utilize, by adding a new Insurance preference that allows an office to choose which method they'd like to use.
How does the new preference work?
The preference we added was "Deduct estimated write-off from open balance", located in the Insurance Preferences. You can access Preferences by navigating to the MacPractice menu and selecting "Preferences".
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This message is alerting you that the preference alone will not impact your ledger. In order to convert balances throughout your database, you'll need to run a new database utility called "Revert Write-Off to Open Balance".
This utility is only present when the Deduct Write Off preference is disabled. Clicking the "Go To Utilities" button will take you directly to that utility, presuming your user has access to Managers.
How do I use the new Database Utility?
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With the Charge Date drop down, you can choose whether to search for charges with write offs by the Procedure Date or the Posted Date. If you leave Start Date and End Date blank, it will search for all charges in the database.
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