# What do you think about adding a billing note per invoice to the EOB **URL:** \ **Category:** OpenEMR Development\ **Created:** [December 15, 2015, 3:03am UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810 "2015-12-15T03:03:33Z")\ **Posts on this page:** 20\ **Page:** 1
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 3:03am UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/1 "2015-12-15T03:03:33Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#6190): I have been asked to give a note field per invoice so the billing person can note in the EOB section what , Why , When etc on the invoice like “Pt has not met deductible, remainder is Pt responsible. Insurnace did not cover certain procedure, Pt responsible, etc”. They want it to print on the statement as long as there is an amount owing on that invoice. Thoughts? Terry ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 9:50am UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/2 "2015-12-15T09:50:27Z")
**[fsgl](https://sourceforge.net/u/fsgl/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#f4db): Presume we are not talking about Billing Note. A note field in the Patient Statement will be very helpful. The abbreviations are difficult for patients to understand. Less phone calls from patients when we add “Balance applied to deductible”, or “No out-of-network coverage” or “Non-covered service”. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 1:25pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/3 "2015-12-15T13:25:35Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#5758): We could use that note field. Just add it to the statement print. Terry ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 2:28pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/4 "2015-12-15T14:28:40Z")
**[fsgl](https://sourceforge.net/u/fsgl/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#a31e): Be great if there is a button to add Billing Note from EOB, see attached. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 3:28pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/5 "2015-12-15T15:28:26Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#30e3): I already have that Patient billing note printing on the statements. I was looking for one that is specific to the encounter so the note would stay on the specific encounter. I was thinking of adding a button on the invoice selection. Not sure what to call it but it is called the encounter table billing note. So maybe something like “invoice note” Terry ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 7:43pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/6 "2015-12-15T19:43:01Z")
**[fsgl](https://sourceforge.net/u/fsgl/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#be19): I think it’s easier to use the textbox in Past Encounters & Documents, especially when we can default to Billing View in Globals when that becomes available in the next patch/release. It’s 1 less click rather than having to get into EOB - Posting Invoice. In general it is helpful to have a bird’s eye view of what’s going on in the patient’s ledger. Billing Note (2.png) is internal documentation for the billing clerk rather than to inform patients. We use it to document problems with the billing process, when we’ve sent the claim to the wrong insurer, got a denial, when we resubmitted the claim with date, info from Claim Status reps, etc. If you already have a patient billing note printing on the Patient Statement, the community will be pleased if you can share the code. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 7:51pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/7 "2015-12-15T19:51:35Z")
**[fsgl](https://sourceforge.net/u/fsgl/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#5bc8): We also use Billing Note for unapplied payments. Refraction (testing for glasses) is a Medicare non-covered service. If we apply the payment to the 92015 charge, Medicare has a bad habit of sending 20% of the “approved” amount to the patient, even though they don’t pay on 92015. It’s annoying because we have to ask the $5 & change back from the patient. As a result we document the patient payment in Billing Note & apply it only after we post the Medicare payment for the other charges of that encounter date. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 8:27pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/8 "2015-12-15T20:27:33Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#3119): The billing note that you are referencing is the billing note that appears in the billing widget, Correct? I have that already on a few clients machines and allow it to print on statements, Hence the request to do more. I am looking at allowing the “Textbox” on the Past encounters and documents to print on the statements. I too like the fact that it is easy to enter the information there, but in most of the practices that I support it would be easier for the person doing the billing to have the option of updating that field from the EOB invoice screen. I would not take away the way it is done now just add some flexibility. I have added global items for the statement enhancements that I have added. Terry ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 8:58pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/9 "2015-12-15T20:58:24Z")
**[fsgl](https://sourceforge.net/u/fsgl/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#7834): Patient Billing Note (3.png) presently shows up only in the Billing widget in Patient Summary, correct. If your clients want a billing note in EOB - Posting Invoice; the more the merrier. Invoice Note sounds fine. Now that I think about it, dealing with unapplied payments would be easier in EOB - Posting Invoice. Really like setup in statementtab.PNG. Probably will have to wait until after the holidays before the code review can be done. I’m certain that Brady is knee deep in MU2 stuff. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 9:15pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/10 "2015-12-15T21:15:49Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#f654): Yep I am not speaking to Brady right now… MU2 has him going crazy and I am going to leave him alone he has enought to do with out me butting in. I still have some more work to do but the Dunning and appointment stuff is already in Brady’s hands. Terry ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 15, 2015, 9:45pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/11 "2015-12-15T21:45:22Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Tuesday, December 15, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#03bd): Sorry I did not answer your question. The Patient Billing Note (from what I can Tell) only shows up in the billing widget and on the invoice screen (newbillingnote.png) this is the way it currently works. I had a number of requess to be able to put a custom message on the statements and added that and the customers seam to like it. Thanks Terry ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 16, 2015, 11:08am UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/12 "2015-12-16T11:08:27Z")
**[fsgl](https://sourceforge.net/u/fsgl/)** wrote on [Wednesday, December 16, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#dee7): Thank you for this wonderful contribution. (O.K., Brady, I’ve written the “thank you” note. You don’t have to do it. Now it’s back to the salt mines.) ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 16, 2015, 8:05pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/13 "2015-12-16T20:05:19Z")
**[aethelwulffe](https://sourceforge.net/u/aethelwulffe/)** wrote on [Wednesday, December 16, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#1ca1): Please note: Billing notes use genericname2 and genericval2 from the patient\_data table. I have a branch that addresses changing all that to a field “billing\_note” thoughout the codebase for patient global billing notes like “this person pays in rupees” or “Every procedure must have prior auth”. It also includes printing out that in the billing\_report.php (billing manager) and in several other needed places. There are also billing table line-item notes. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 16, 2015, 8:39pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/14 "2015-12-16T20:39:55Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Wednesday, December 16, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#0911): I ain’t done it yet, I think the mouse has been in the eggnog early. Would like to see your changes Art. I can just print out the notes on the statements but that does not fix very many things and could cause issues for others. Terry ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 16, 2015, 8:48pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/15 "2015-12-16T20:48:31Z")
**[aethelwulffe](https://sourceforge.net/u/aethelwulffe/)** wrote on [Wednesday, December 16, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#f2aa): I’m sending you an email with my phone number. Hopefully we can do a tour through a functioning copy of all of it. My code and repo is always a mess, but a lot of it is useful, and more importantly addresses use issues in practice management. As a compendium of lessons-lerned minor tweaks that have grown (very organically) in real-world use responding to real-world whining and inefficiency, it is a good case study at very least. The code without configuration and data is very difficult to evaluate. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 17, 2015, 9:13am UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/16 "2015-12-17T09:13:04Z")
**[bradymiller](https://sourceforge.net/u/bradymiller/)** wrote on [Thursday, December 17, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#bedd): After MU2, would be nice to get Art’s genericname2 and genericval2 stuff into the codebase (as I recall, this code is still in review phase; at least I think so): > -brady [OpenEMR](http://www.open-emr.org/) ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 17, 2015, 4:23pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/17 "2015-12-17T16:23:00Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Thursday, December 17, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#bedd/57be): I did a quick glance at the code and I see that the field is being made a varchar(255) in the patient data file , Do we want that or should it be a text field? Terry ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 17, 2015, 6:08pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/18 "2015-12-17T18:08:24Z")
**[aethelwulffe](https://sourceforge.net/u/aethelwulffe/)** wrote on [Thursday, December 17, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#ebe9): There was some funny behavior dealing with text fields in the layout system…don’t remember what it was. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 18, 2015, 9:12pm UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/19 "2015-12-18T21:12:06Z")
**[tmccormi](https://sourceforge.net/u/tmccormi/)** wrote on [Friday, December 18, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#bedd/e601): I have some work in progress on this that Art and I had discussed. I’ll try and get it posted. Tony McCormick > **[MI-Squared - Medical Information Integration - mi-squared](https://mi-squared.com/)** > > \[vc\_row padding\_top\_multiplier=”custom” padding\_bottom\_multiplier=”2x” rc\_heading\_color=”light” rc\_bg\_type=”image” rc\_bg\_image=”6313″ rc\_bg\_image\_type=”parallax” rc\_bg\_color\_overlay=”dark” rc\_bg\_opacity\_overlay=”60″ rc\_add\_shadow=”large-shadow”... On Dec 17, 2015 1:13 AM, “Brady Miller” [bradymiller@users.sf.net](mailto:bradymiller@users.sf.net) wrote: > ## After MU2, would be nice to get Art’s genericname2 and genericval2 stuff into the codebase (as I recall, this code is still in review phase; at least I think so): [Replace genericname2/genericval2 as 'billing\_note' by tmccormi · Pull Request #45 · openemr/openemr · GitHub](https://github.com/openemr/openemr/pull/45) -brady OpenEMR [http://www.open-emr.org/](http://www.open-emr.org/) > > ## What do you think about adding a billing note per invoice to the EOB [https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/?limit=25#bedd](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/?limit=25#bedd) > > Sent from [sourceforge.net](http://sourceforge.net) because you indicated interest in > [OpenEMR / Discussion / Developers](https://sourceforge.net/p/openemr/discussion/202506/) > > To unsubscribe from further messages, please visit > [SourceForge.net: Log In to SourceForge.net](https://sourceforge.net/auth/subscriptions/) – Please be aware that e-mail communication can be intercepted in transmission or misdirected. Please consider communicating any sensitive information by telephone. The information contained in this message may be privileged and confidential. If you are NOT the intended recipient, please notify the sender immediately with a copy to [hipaa-security@mrsb-ltd.com](mailto:hipaa-security@mrsb-ltd.com) and destroy this message. ---
**Author:** ![system](https://discourse-uploads-openemr.s3.dualstack.us-east-1.amazonaws.com/original/2X/b/bb9e4e8ae2ea7faac2e952fd9e38a3ce03aac403.png) [@system](https://community.open-emr.org/u/system)\ **Post date:** [December 19, 2015, 12:00am UTC](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810/20 "2015-12-19T00:00:26Z")
**[teryhill](https://sourceforge.net/u/teryhill/)** wrote on [Saturday, December 19, 2015](https://sourceforge.net/p/openemr/discussion/202506/thread/575e0519/#6d10): Here is what I have coded on the statement printout and a screen shot of my globals. Thanks Terry [Next page](https://community.open-emr.org/t/what-do-you-think-about-adding-a-billing-note-per-invoice-to-the-eob/5810.md?page=2)