I am transferring data from Perfect Care manually in order to make a facility reliant on openEMR. Is there an elegant way to add active cases that have the billing process partially processed? My plan is to have the financial data added last so that it would be entered over a number of days where there are no clients being seen. Can I make the system accept billing that has been partially processed through another system in a manner that will retain the insurance balance and the patient balance so that it can be billed again if necessary? I’m hoping that I can do this without needing to enter all of the prior encounters and prior billing records for each client with an outstanding balance. Thanks - Jen
My company has done this with a number of practice management systems (as well as other kinds of systems). There is usually a way. Feel free to contact us offline if your are interested. There is no generic solution to this problem.
When I did that we just started adding the new transactions in openemr and let the old ones play out in our old medisoft system until there were only a handful left unpaid. I then entered those in manually. The part I got help with was transfering all the patient demographics,codes,fees etc. That required manipulation of text reports for database import which was kind of tricky.
Ok, I was able to export some of the data I needed from Perfect Care. This is basically patient demographics. I’ve cleaned the text file and was able to load it into excel in order to get the dates in the correct format and make some other corrections. If I import data into the patient_data table and then into the insurance data (assuming that I am going to be able to export the insurance data) am I going to mess up other tables that are perhaps automatically populated by the data from these tables? If so, what tables should I be importing data into at the same time?