I have some questions about the right hand side of the billing screen. I am planning to move the day sheet to the reports menu in order to conform more with the structure of OpenEMR.
Here are my Questions:
What is Export OFX and is it used?
Is the printable report used, can it be moved to reports?
Can the cash receipts by provider be removed it is on the report menu?
Could the EOB’s be moved to left nav (I have it there for some of my users)?
I think we could clean up that section and redesign the billing screen, I would like some concrete ideas on what the community would like to see.
Export OFX is for bank statement compatibility. Pretty old school, but needs to be looked at for viability and of course to see if it still works properly.
Whole EOB/ERA processing thing needs figuring out. There are effectively two systems and both have issues.
All the different financial reports need to be accessible in a single financial report interface. I know that the tendency for my users is to request that every feature be included in every report, so some of those are approaching unity already. The only thing remaining it to turn them into email servers (as all projects eventually become)…Oh, wait…one of those already sends mail…
Hot CSS buttons, color/3d toggle appearance to select and input search criteria.
Preset buttons that are configurable and wipe out all other settings when selected.
Full validation and alert(“Can’t do that”) against the criteria selection so people understand when something isn’t going to work, vs. assuming it is broken. EXAMPLE: search by x12 partner only works with billed claims, because the system isn’t smart enough to look at the unbilled claims and figure out what the insco’s default partner is. That would be THE most useful search feature.
On-the-fly column selection, along with the user’s saved defaults. Just one entry per user, updated when they change the selection or when the report runs.
All columns available but not selected should be viewable within the “expand” section. “expand history” and “expand details” should be the flags.
What is Export OFX and is it used?
Is the printable report used, can it be moved to reports?
Can the cash receipts by provider be removed it is on the report menu?
Could the EOB’s be moved to left nav (I have it there for some of my users)?
Hi Terry
As you are working on billings, it would be great that a system managing the cash patients be introduced. Countries outside US mainly deal with cash patients and openemr lacks in this. A proper printable cash receipt after payment by the patients should be there in place. Please see to it…Thanks and Regards
Dr. Arnab Naha
Explanation of OFX. I’ve never used it. The thought of integrating OpenEMR, with a ton of PHI, to my local bank is highly unappealing.
Day Sheet really belongs in Reports.
Cash Receipts should be preserved for our colleagues abroad who don’t have to deal with insurers.
If you are going to move EOB’s to Menu, please consider renaming it Posting. Technically they are not really Explanations of Benefits as in insurers’ remittance advice.
Also good to separate out “Due Pt” & “Due Ins” & send them to Reports. Suggestions for renaming: “Open Items - Pts”, “Open Items - Ins”.
Be great to have a real Collection report, i.e., as a subset of “Due Pt” for delinquent balances (or deadbeats if one is less charitable).
Hello Terry
I dont know what happened to my last post. It went into some form of moderation. If you are working on billing area, please help on a proper receipt for cash patients. Outside US many rely on cash payments and we need to handover patients, a proper receipt. it is difficultt to generate in openemr and whatever receipt is generated misses many informations. Please help in this regard.
Thanks and regards
Arnab
Let me add a couple observations of my own that flashed to mind when you asked, “Every one loves the billing screen as is?” Uh, no. Actually, not talking about the many useful improvements that might be added, I personally feel that the Bling Manager screen is fairly effective at what it does… except for these items:
reopening a claim. Would it be possible to make the reopen button simply reopen the selected claim(s) rather than having to go through a whole second search, re-entering the search criteria but as an open claim?
make [view log] default to opening the log display and having to close it on purpose, rather than making the user actively open it.
move ‘[Select All]’ next to the existing ‘(Expand All)’ and ‘(Collapse All)’ at top of checkbox column rather than separated in the section above them. And make it toggle so you can unselect all with a 2nd click.
concur w/ fsgl, rename EOB and relocate EOB and Day Sheet.
Doing some work in Paint on the screen thoughts. These are Ideas not concrete castings. One complaint from my users is “We only use certian search fields why do we have to have them all”
I have not started any coding (Except you will notice the left nave has Invoice Payment Posting)
In actuality the only available filters are Unbilled & Today. Billed charges can be searched with other filters, so a user must first create a CMS 1500/837 claim before he can search with something other than Unbilled & Today.
Would be helpful to have all filters available for unbilled charges in order for basic vs advanced search to make sense. Some practices bill by insurers or clearing houses if they don’t use a single clearing house. Much more efficient to filter for either one before creating the file.
How will “Exclude Selections From Search” work?
“Invoice Payment Posting” is too verbose & causes confusion. Gone are the days when a practice can simply send an invoice to insurers. We don’t send “invoices” to patients because my colleages will use “bill” or “patient statement”, with the latter being preferred. “Payment” is redundant.
“Posting” is concise, to-the-point, clear & should appear in Left Navigation.
Instead of trying to guess what users want, how about :
Make more selection fields available.
Classify selection by source tables : e.g. patient, insurance, encounter, billing and payments. These values should come from a list.
Use table.field as option_id and title as text to be displayed.
Each installation can customize the selections based on their situation by making list_options entries inactive.
Use mySQL types to provide common selection filters : e.g. all dates as range or specific value, all numbers, amounts can be less than, greater than or equal to a specific value, all texts can be either specific or use * for wildcard
Let user build the condition and try the results
If they like it, they can name and save the selection to be reused later (must have feature).
When saving if the date is today, save the selection as today so it becomes a dynamic selection.
Good Feedback MDSupport. Those would be good on the advanced tab. They could be saved in the user preference file. The vision for the basic tab would be a default selection until the user has established their preferences (Maybe not a basic screen but a default preference for the new user). Still thinking and trying to plan. Code snippets would be appreciated from anyone.
The vision for exclude is like this, You select 3 insurance companies and check the exclude box now these insurance companies are excluded from the search. It may need to be expanded to be an exclusion option per item.
Will change the “Invoice Payment Posting” to “Posting”.
Do you happen to have a list of what other filters you would like to see?
Going thru the code and would like to know if this reference is still used or can the associated code be removed and cleaned up. It looks like there are some unexplained custom hooks in the codebase (found one in feesheet also) maybe hold overs from some old stuff.
Here is the first of many passes on this. I leveraged code that I had gotten got MI2 written by Aron for the re-open and view log modals. I moved EOB to the left nav and called it posting. this can be added to the codebase after a review. It is pretty simple and clean and will not shock the billing ladies too much.
Harley this should get you what you wanted whit not having to refresh the screen after the claims are re-opened.