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Post by Kristan Jesseman on Aug 29, 2016 14:52:06 GMT -6
Is it possible to customize/create your own report? For instance, I'd like to create a Sales report that reflects pt name, patient paid amount, and insurance paid amount for CPT codes 92004 and 92014? I am new to crystal, and very lost with reports?
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Post by KizerOpt on Aug 30, 2016 8:22:40 GMT -6
I'm assuming you've tried the Sales Report already? It will show the breakdown of the invoice, but not the actual payments. It sounds like you want the actual payment from insurance and patient. I don't know of a report for that, but it's a great idea.
Karen
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Post by totalvisioncare on Aug 30, 2016 12:36:58 GMT -6
Karen is right if you go to reports and select Sales Report you can then select the bill codes that correspond to the cpt codes 92004 and 9214. Once generated, if you click on one of the items and it will display a list of patients and the paid amounts.
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Post by KizerOpt on Aug 31, 2016 12:11:26 GMT -6
Karen is right if you go to reports and select Sales Report you can then select the bill codes that correspond to the cpt codes 92004 and 9214. Once generated, if you click on one of the items and it will display a list of patients and the paid amounts. This only matches the invoice billing, it does not show actual payments. There is a difference. I would personally find the comparison report more useful than this one.
Karen
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Post by friscoeyeassociates on Aug 31, 2016 17:30:02 GMT -6
So I think "Sales Payment Report" would be adequate for the 2 CPT codes you referenced above... HOWEVER, this is only the case because they are complete exam codes, and codes belonging to the Complete Examination category would only appear once on a single particular invoice.. This report has a design flaw (in my opinion) in that if you select a code like 92083:Visual Field Extended and drill down it will actually include other payments for line items belonging to other CPT codes in the same billing category. For example, 92083 belongs to a billing category called "Special Testing" at our office as do the codes for OCT testing.. Because these two test are often done together they end up on the same invoice, and when you run this report for 92083 payments, the other "Special Testing" line items on that invoice get inexplicably lumped in with it even if you did not select them prior to running the report... This issue has been brought up before on the forum and more depth can be found here ---> crystalpm.proboards.com/thread/1322/sales-revenue-procedure-code?page=1&scrollTo=4549So, long story short I think as long as your exam codes are isolated in their own billing category you should be able to utilize this report to find the data you are looking for, but this only works if the CPT code you are looking at would not have another code from the same category on the same invoice. You would typically never bill someone for 2 exams on one invoice. I hope that is not to confusing!! Lol, I personally think CPM should fix this report and actually pull data by individual code rather than category...
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Post by friscoeyeassociates on Sept 28, 2016 12:09:35 GMT -6
With the last round of updates to the software it looks like Crystal has fixed the sales payment report to now only pull data for those billing codes you select!! Now you should be able to pull a report that will show total billed vs total paid vs total written off for any single billing code.
"4.4.31: REPORTS: FIXED BUG WHERE SALES PAYMENT REPORT WAS INCLUDING SOME NON-SELECTED BILLING CODES"
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Post by stevie on Dec 22, 2016 15:04:09 GMT -6
Is it possible to add voided invoices to the Custom Invoice Report? If not, can we request that it be added. Vital for auditing purposes.
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Post by KizerOpt on Dec 28, 2016 11:09:59 GMT -6
Voided invoices do not show up on any reports. Not sure why you want them to, but that is one reason it's not recommended to void an entire invoice. Should just void line items.
Karen
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