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Post by astumpf on Jan 17, 2017 14:42:08 GMT -6
So, between searching the forums and poking around on my own, I've managed to get our invoices significantly simpler than the original default, but I was wondering if there's any way to get even less information to show up on them? Which is an odd request, I know. But the issue we're having is that all the information about the ins and outs of insurance on the invoices is confusing the patients and making it harder to explain to them exactly what's going on.
Which, to be clear, I love that we're tracking not just what the current state of the billing is, but also how that's changed over time. Our old system was a nightmare in this regard, made it basically impossible to track what had happened with a patient's billing, requiring us to root through old paperwork to give any kind of helpful information. But a lot of what Crystal's allowing us to track, although undeniably useful, is very much behind-the-scenes stuff. The patient doesn't need to know, for instance, how much insurance paid and how much we're writing off. Having two separate, identically labelled lines for each transfer from insurance to patient also is needlessly confusing.
And I think there's actually a way to get at least a partial fix for that last one by using the mass insurance window to force any patient amounts to remain on insurance, and then go in and edit the line item to show the new balance, and add a note to the Billing Notes section, which essentially keeps track of all the changes, but in places where the patient won't see them on the invoice. This is, of course, a very ugly solution for me as Person Doing the Billing, and having seen how effortlessly the Mass Insurance Check window usually works, the thought of deliberately making that less efficient fills me with dread. But if using the orthodox method causes confusion, not only for patients, but for my co-workers, then I guess that's what we need to do.
Please, somebody say there's a better way to suppress lines from the invoice.
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Post by astumpf on Jan 17, 2017 16:58:48 GMT -6
In a similar vein, it'd be nice to get a less verbose accounting of sales tax, too. We're in Minnesota, so exams count as taxable, and having it create multiple line items to edit the sales tax whenever we edit charges is a bit of a pain.
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Post by friscoeyeassociates on Jan 18, 2017 18:42:35 GMT -6
I don't believe there is a way to keep certain lines off of an invoice (short of voiding the line of coarse). Do you take payment up front? Typically the invoice looks much less confusing before you start adding payment and adjustment lines after the insurance check comes in, so I believe there would be less questions if the invoice made it into their hands right after an encounter when basically all that is on it are your services being billed and their own payment line. We take payment at time of service, and we typically don't have many questions about the bills. If, however, we were to wait until after the insurance payments come through and the adjustments were made and then send patients a bill for their total, then I am sure we would get a million calls from patients asking how the hell we got to were we did.
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Post by Gina on Jan 26, 2017 15:52:01 GMT -6
So, between searching the forums and poking around on my own, I've managed to get our invoices significantly simpler than the original default, but I was wondering if there's any way to get even less information to show up on them? Which is an odd request, I know. But the issue we're having is that all the information about the ins and outs of insurance on the invoices is confusing the patients and making it harder to explain to them exactly what's going on. Which, to be clear, I love that we're tracking not just what the current state of the billing is, but also how that's changed over time. Our old system was a nightmare in this regard, made it basically impossible to track what had happened with a patient's billing, requiring us to root through old paperwork to give any kind of helpful information. But a lot of what Crystal's allowing us to track, although undeniably useful, is very much behind-the-scenes stuff. The patient doesn't need to know, for instance, how much insurance paid and how much we're writing off. Having two separate, identically labelled lines for each transfer from insurance to patient also is needlessly confusing. And I think there's actually a way to get at least a partial fix for that last one by using the mass insurance window to force any patient amounts to remain on insurance, and then go in and edit the line item to show the new balance, and add a note to the Billing Notes section, which essentially keeps track of all the changes, but in places where the patient won't see them on the invoice. This is, of course, a very ugly solution for me as Person Doing the Billing, and having seen how effortlessly the Mass Insurance Check window usually works, the thought of deliberately making that less efficient fills me with dread. But if using the orthodox method causes confusion, not only for patients, but for my co-workers, then I guess that's what we need to do. Please, somebody say there's a better way to suppress lines from the invoice. Unfortunately there is not a way to limit the transaction lines unless you are in the patient's Transaction History and using the Print Selected Trans options. The only thing with that is the total calculates based only on the lines you have selected and not the total. If your are using custom invoices, you can remove the insurance related columns so the patient cannot see the amounts for those transactions but the transaction lines will remain.
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Post by vaderkty on Feb 1, 2017 17:37:59 GMT -6
I did make my plans autocalc, the best I can. All frames are not possible. My office was given the choice between the one i created or the default. owners went with below. I also got sick of people saying "How much money my insurance is giving you" so I wiped it off the bill, completely. Pt gets balance in red, footer about materials, pof disclaimers and portal access. We found this to be easy for all parties and saved us headaches later about warnings for lens or POF responsibility disclaimers. I love that there is SO much you CAN change in here, there may not be exactly what you wanted but it will be perfect for what you NEED.
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Post by astumpf on Feb 2, 2017 15:53:13 GMT -6
I think yours is the template I'd found elsewhere on the forums and messed around with a bit. Which has been tremendous, both in terms of making things tidier and in giving a feel for what's actually possible to do with the editor. Thanks!
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Post by breeze on May 15, 2019 11:14:56 GMT -6
I did make my plans autocalc, the best I can. All frames are not possible. My office was given the choice between the one i created or the default. owners went with below. I also got sick of people saying "How much money my insurance is giving you" so I wiped it off the bill, completely. Pt gets balance in red, footer about materials, pof disclaimers and portal access. We found this to be easy for all parties and saved us headaches later about warnings for lens or POF responsibility disclaimers. I love that there is SO much you CAN change in here, there may not be exactly what you wanted but it will be perfect for what you NEED. Can I copy your custom template somehow? How do I do this in our system? I think it would help.
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