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Post by mdeyedoc on Apr 22, 2016 8:26:10 GMT -6
Is there a way to send individual statements? I know we can print an invoice but the actual statement has a different format.
Marcia
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Post by KizerOpt on Apr 22, 2016 8:42:48 GMT -6
Well, there's always the old pull the list, delete all the names you DON'T want to print, and print the one you want method.... Other option I know if is modified custom invoice for statement, which I use.
Karen
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Post by mdeyedoc on Apr 22, 2016 8:57:18 GMT -6
Well, there's always the old pull the list, delete all the names you DON'T want to print, and print the one you want method.... Other option I know if is modified custom invoice for statement, which I use. Karen Do you mean you generally use the default invoice for patients and then select the custom invoice for individual statements? I am, once again, trying to get custom invoices to work so I'd rather not do that. They have fixed the left margin problem so at least it's not cut off any more but it's still a struggle to get what I want. Marcia
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Post by KizerOpt on Apr 22, 2016 9:09:51 GMT -6
I know, I do not like the custom invoices, they are never exactly what I want, but I use it for my default, then go to Transaction History to print the statement view.
Karen
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Post by tag701 on Apr 22, 2016 9:27:37 GMT -6
Can't you just print a Past Due Statement from the Transaction History? If you don't want the whole thing just highlight the transactions you want.
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Post by KizerOpt on Apr 22, 2016 9:37:47 GMT -6
yes, that's what I do. I've modified the custom invoice tool for statements.
Karen
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Post by mdeyedoc on Apr 22, 2016 10:14:45 GMT -6
Can't you just print a Past Due Statement from the Transaction History? If you don't want the whole thing just highlight the transactions you want. So if I go to Transaction History and use "Print Past Due Trans" it prints out in the Statement format? Marcia
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Post by tag701 on Apr 22, 2016 10:27:14 GMT -6
Can't you just print a Past Due Statement from the Transaction History? If you don't want the whole thing just highlight the transactions you want. So if I go to Transaction History and use "Print Past Due Trans" it prints out in the Statement format? Marcia I believe so. That is how ours print but I just realized we use the Custom Invoices and have an Invoice and Statement (one each for with and w/out insurance). So I have a total of 4 custom invoices. But I know if I need to send just one that's how I do it.
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Post by mdeyedoc on Apr 22, 2016 10:38:50 GMT -6
But I know if I need to send just one that's how I do it. That's what I was looking for then. Thanks! Marcia
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Post by KizerOpt on Apr 26, 2016 12:38:16 GMT -6
you mean WE told You something you didn't know? I didn't think that was possible. I've long suspected you to be the mastermind behind CPM, lol. Glad we could help. Thanks, Tag, for filling in the rest. Karen
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Post by mdeyedoc on Apr 26, 2016 21:39:10 GMT -6
you mean WE told You something you didn't know? I didn't think that was possible. I've long suspected you to be the mastermind behind CPM, lol. Glad we could help. Thanks, Tag, for filling in the rest. Karen Ha! There's TONS I don't know. I just like messing with the software and optimizing what it can do. My husband is an electrical engineer with lots of programming experience. I designed and he coded a program that I used for 10+ yrs until I switched to Crystal PM in 2012. It didn't have nearly the capacity of Crystal but it was very slick in what it did. There are several features I still miss so I keep pushing for changes in Crystal to make things easier. However, it's challenging to design for several different users that all have different demands and it's always hard to make changes in the way things are done. People don't want to download an update and discover that they can't do something the way they did it before. Back to the subject at hand. I was up until 3 AM last night getting the custom statements done so we could train a new employee on collections using the custom statement. I believe I saw the option of adding a finance charge when doing collections from the pt receivables report but that's not an option if I print statements individually from the Pt Billing section, is it? I'm STILL struggling with the custom invoices. I'm trying to get something pretty much like the default invoice with totals at the bottoms of the columns. I mainly wanted to add some med rec fields to the invoice too (a function that I had before they put in the portal info). I made up test invoices with all the various transaction options, fees, ins discounts, ins payments, transfers, and write-offs, etc and with outstanding balances. Then I created a custom invoice with all the available field options so I could see what was going where. I can't find any field value that gives the total for the Amount column like they have on the default invoice. I was going to give up on column totals and just have some boxes with something like Total fees, adjustments. payments and balance but you can't tell where those numbers come from by looking at the invoice. There is a value for "ITotFees" but it's the Fees (which are one of many items listed under the Amount column) minus the Insurance Discount (which falls under Adjustments on the custom invoice and Disc on the default Invoice). From what I can tell the only thing that falls in the Disc column is the Insurance Discount. For some reason Insurance Write-offs fall in the Amount column. Aren't those a form of insurance discount? Patient discounts and payments are also listed under the Amount column. The whole design is a mess, which is why we spend TONS of unnecessary time trying to figure them out ourselves, let alone trying to explain them to patients! Marcia
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Post by tag701 on Apr 27, 2016 7:41:06 GMT -6
I would give that last comment a double thumbs up if I could. The custom invoices are very hard to work with and there are extremely hard to understand and read.
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Post by KizerOpt on Apr 27, 2016 9:29:20 GMT -6
Yes, you're completely right, it's why I held off for years trying to customize the invoice. I finally got tired of explaining the regular invoices to patients, so I bit the bullet and tried a simplified approach. (total this invoice, insurance balance, total patient account balance). If you ever figure out how to show the 30-60-90-120 in the right boxes, please tell CPM so they can fix it on their end. Personally, I think the invoices are one of the worst features of the program, especially compared to other doctors' offices. The clinical summary and med hx printouts are the other. I don't mind doing SOME modification, but the base product should at least not be embarrassing to provide to patients. And should not take an expert to explain!
Karen
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Post by KizerOpt on Apr 27, 2016 12:03:08 GMT -6
So, in all your playing with the custom invoices, have you noticed or figured out why the payment doesn't show up for total pt pymt when a credit balance is applied? Mine just shows 0.00, even when there is a 'paid as part of invoice...' on it.
Karen
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Post by mdeyedoc on Apr 27, 2016 12:23:21 GMT -6
So, in all your playing with the custom invoices, have you noticed or figured out why the payment doesn't show up for total pt pymt when a credit balance is applied? Mine just shows 0.00, even when there is a 'paid as part of invoice...' on it. Karen No. And I just went to find the test inv to send you in case you wanted to try it and it apparently I didn't save it before I loaded the real one. ARGH!!!! That is another major problem with the Custom Inv. If you go in and load a new invoice template, the one you had is gone unless you "Save Template to File" before loading the new one. Actually, I don't think that's true either. The original isn't gone until you Save and Activate a new one so if you loaded a new template, made changes, remembered to Save Template to File for that one, left the custom invoice and came back the old invoice template would still be there when you reopen the custom invoice. But the odds are good you will lose one or the other. I have to redo it anyway so I'll send it when I get it done. Marcia
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