the client has been very sloppy keeping track of payments from insurers, etc, but we are finally getting organized about this by entering them in batch payments (hopefully that’s the right place!). so what she would like to see every month, say, is a list of the patients (or maybe just ones she has seen in the last few months, say), and maybe a few columns for each: what they’ve been charged, what the insurer has paid, what is still owed. something like that.
let me know if such a thing exists, and what would be needed to be done to create it if not
This is not a report for delinquent balances, but for amounts paid by insurers & patients. There are a number of filters that can be used. For example if the client wishes to see what primary insurers paid for a particular period, it’s available.
Batch Payments works well for Medicare because there is column for deductibles. If partial payment for charges on the same day, it will require posting in EOB Posting Invoice.
Neither modules will permit easy handling of unapplied amounts. If a payment cannot be applied to a specific charge, it can be typed in the note box to the far left & applied later.
This method is awkward because the unapplied payment is not reflected in any of the reports. If the user forgets about this amount, reconciliation between reports & actual receipts will not be possible.
if u can believe i had time only now to help her check this out. i haven’t yet gotten word back from the client, but i think this may be enough to help us keep track.
will let u know as i get feedback from the client. but for now, THANKS a lot!