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Post by jamiepec on Sept 8, 2016 16:48:17 GMT -6
Anyone have problems with patient payment amounts being changed and then "lost"? We have edited some payment amounts, which should leave a credit on their account. There is no credit and no record of the "actual" full payment amount.
I would much rather see the patient payments applied differently. As it is now, you have to post a payment to an invoice. I would like to have an invoicing tab, and then a separate patient payments tab where we can select which invoices to apply payments to, and then hit "auto transfer". Instead of posting payments to an invoice, we could post payments to a patient account. Sometimes we dont invoice while the patient is right in front of us and we create a mess of blank invoices, voided invoices, etc.
Anyone else??
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Post by mdeyedoc on Sept 9, 2016 19:21:40 GMT -6
Anyone have problems with patient payment amounts being changed and then "lost"? We have edited some payment amounts, which should leave a credit on their account. There is no credit and no record of the "actual" full payment amount. I would much rather see the patient payments applied differently. As it is now, you have to post a payment to an invoice. I would like to have an invoicing tab, and then a separate patient payments tab where we can select which invoices to apply payments to, and then hit "auto transfer". Instead of posting payments to an invoice, we could post payments to a patient account. Sometimes we dont invoice while the patient is right in front of us and we create a mess of blank invoices, voided invoices, etc. Anyone else?? I haven't noticed any lost payments. When you are editing the payment, are you selecting Update Payment on the edit payment window AND Update Invoice when it's done? You can run into trouble if you void a payment that is a transfer from one insurance to another or from one invoice to another. Those are paired transactions that always have a To and a From line item, but if you edit an invoice, you can void one line of the transfer transaction without voiding the matched item that goes with it. They really should be linked so you can't do that. I'm not sure I see much difference between what they currently do, allowing you to split payment across multiple invoices and your request to separate the invoices from the payments. What's keeping you from invoicing while the patient is there? And how do you know what to collect from the patient if you are not invoicing them then? Marcia
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Post by jamiepec on Sept 12, 2016 15:16:32 GMT -6
I will check to see that we are using the update payment AND invoice button. Thank you for that! Well, we do not invoice while people are here in office. It has been an issue and topic of discussion. We do still write up fees as we do orders, because it is quicker for the patient. We invoice it once they have left and then apply the payment. As you can see, that is the problem with invoicing after they leave. It is more a problem with people not wanting to change their ways (this system is much more efficient than our last one) about how they post. Our billing coordinator reviews exams for accuracy and correct diagnosis codes before we invoice. But I believe that this is not necessary. We can fix incorrect diagnosis codes and such even if the invoicing for charges has already been done and payment has been made. Is this correct? (We have only had Crystal since February)
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Post by mdeyedoc on Sept 12, 2016 21:07:54 GMT -6
I will check to see that we are using the update payment AND invoice button. Thank you for that! Well, we do not invoice while people are here in office. It has been an issue and topic of discussion. We do still write up fees as we do orders, because it is quicker for the patient. We invoice it once they have left and then apply the payment. As you can see, that is the problem with invoicing after they leave. It is more a problem with people not wanting to change their ways (this system is much more efficient than our last one) about how they post. Our billing coordinator reviews exams for accuracy and correct diagnosis codes before we invoice. But I believe that this is not necessary. We can fix incorrect diagnosis codes and such even if the invoicing for charges has already been done and payment has been made. Is this correct? (We have only had Crystal since February) If you have your frame page defaults and bill codes linked properly, it should be much more efficient to invoice while the patient is in the office. Yes, you can edit an invoice to change/add/assign diagnosis codes. Marcia
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