Post by KizerOpt on Jun 26, 2014 8:50:32 GMT -6
I have stated before my dislike of Crystal's statements report and printing of past due transactions. In short, if a patient has a past due balance from an appt 3 visits ago, that is the ONLY transaction relevant to the statement I need to send them. I don't want to send them a listing of the glasses purchase at their last visit. The statements are too long and confusing. Also, the 30-60-90-120 is incorrect in that it lumps all past due together in one. Having said all that, I would like to request (again) that we have the ability to see when an invoice was printed or uploaded to portal, and that a note be optionally added to patient notes, as when printing from the transaction history. The button in the CMS form for 'Print Report' would be nice on invoices so we can see when an invoice was sent out. Currently I have to 'fake print' a past due transaction statement to get the note in the patient record and then 'real print' the invoice so it looks sensible. We've heard too many complaints about the statements being confusing. I know there are two issues here, but basically they are connected because sending statements through Crystal is not an easy straightforward process. Please work on the statement process. Thanks,
Karen