Post by scottsanders on Feb 15, 2018 18:53:42 GMT -6
viewing invoices is by far subpar to other popular softwares(i.e. Officemate) where each payment made by the patient and insurance is itemized by specific CPT. in Cyrstal all the payments are thrown together and it is highly difficult to discern what payments go to specific CPTs. this really needs to be fixed so it is easy to interpret what the patient and/or insurance paid for and what has not been paid, etc. patients are always asking about these details and it is damn near impossible to figure out without getting the actual EOB out.
i.e. CrystalPM 99204 200 92015 80 92250 95 patient payment 30 patient payment 50 global writeoff 35 global writeoff 50 global writeoff 31 insurance payment 105 insurance payment 0 insurance payment 64
i second this! not just for patient but hard for even staff to understand what amount each service is paid by insurance and what amount of service is write off and what amount of each service is due to patient. this is hard to explain when it comes to non covered services
Post by twinlakesvision on Mar 5, 2018 18:25:10 GMT -6
I agree. Can we change the invoice layout to be more similar to the mass insurance check screen where each line item has a breakout of what insurance paid, what the insurance writeoff was, what pt has paid, what pt owes, etc?
Post by scottsanders on May 23, 2018 16:41:58 GMT -6
anybody at Crystal listening?
the other problem related to invoices is that in the insurance receivable report all items on a invoice are listed on every insurer that patient has.
i.e. if a patient as $120 of contacts going to VSP and the exam going to BCBS when you itemize the BCBS liabilities it shows the contacts. so you have to go back to the billing page to refer to whether it was itemized wrong by staff.
Billing is the most important thing to be clear on with patients so this is a BIG issue.
Worst invoices ever! We've been complaining about them for a long time. And also,while you're at it can you make it possible for a linked family to have one itemized bill instead of me having to send out four separate statements to the same family.
We agree as well! Our patients hate our invoices. Cannot understand them or follow the money trail. A BIG complaint is the transfers! It is even hard to train staff to understand how to follow the money trail on the invoices / statements.
Payments should be able to stand alone--what I mean is that there should be a tab/ window where all of the patients payments are listed. This way at any time you could click on a payment to see where it was applied-if there was an error, it could reapplied to a different charge. NO TRANSFERS! This would also allow for our office to provide a list of patient payments for tax purposes instead of just a transaction history. The same should be true for insurance payments. A true bulk payment is one that stands on it's own. I can go back to a specific payment any time and see all of the charges that were applied to that payment. If there was en error, part of the payment could be reapplied correctly. NO TRANSFER.
Post by scottsanders on Nov 28, 2018 11:57:29 GMT -6
it's been 9 months. i don't write software but i believe it is a simple as the adjustments(write off, payment, deductible, etc) being made under each specific CPT instead of them all being thrown together at the bottom and you cannot tell which writeoff/payment/adjustment is for which CPT. if it would print in the same fashion the patient would understand it better as well.
WE NEED A FIX FOR THIS!!! Pretty please!! I agree that we need a PAYMENTS tab under the billing section. It should be seperate and we should be ably to apply payment from that screen so that the "transfer" option is not confusing to patients. We get it, but they dont.
Post by scottsanders on Dec 6, 2018 13:31:09 GMT -6
we shouldn't have to go to math or the EOB to figure out what has not been paid. i.e. look at the invoice below. $150 is still owed by insurance but we have received a partial payment but you cannot tell what is paid and what is oustanding? nothing but crickets about this issue...