Problem Statement

Accounts that won't be collected in full have to be adjusted or written off so accounts receivable reflects what's truly collectible, and charity accounts are a clear case. Aged or active charity accounts where expected reimbursement has already been met still carry an open balance that needs to be offset or written off, and leaving them open overstates AR for populations the organization has already committed to cover. Working them by hand at volume is slow and easy to defer.

Automation Solution

This automation processes adjustments in Epic for aged or active charity accounts where expected reimbursement has been met, offsetting or writing off the balance to resolve outstanding accounts receivable.