Post by angie1700 on Apr 8, 2014 10:51:58 GMT -6
I've had a few invoices that have gone unbilled either to the patient or insurance company. I've noticed that if a patient's invoice hasn't been assigned an insurance that invoice doesn't populate on the Claims Report. When I've billed a patient or submitted a claim I make a note on the invoice, that way when I view the claims report with "invoice status" I can see which invoices still need to be worked on. I can run a report for Patients Receivable, which will add the invoices without insurance assigned to it, but it doesn't list any of the invoice notes so I have to open each invoice to see if they've been sent a bill, or need to be assigned an insurance and a claim submitted. I can go by the schedule to make sure no exams are going unbilled, but if there are walk-ins who buy hardware, I have no way of knowing. Long story not so short - my question is, how do I track invoices that haven't been touched for billing? What am I doing wrong?