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Post by peter@crystalpm on Feb 12, 2014 17:00:23 GMT -6
Do you find the invoices hard to figure out? I've had several conversations and emails recently that makes me think that I should investigate ways to make this more user friendly. If you have a suggestion for a way to improve how our invoices work, or information they should show, or no show, please write in or send me an email (peter@crystalpm.com) so I'll be aware that there is room for improvement.
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Post by mdeyedoc on Feb 19, 2014 22:44:42 GMT -6
Yes!!! Invoices are a nightmare for us to figure out, let alone explain to patients. First, leaving off the double entry for debit and credit of insurance items would go a long way. I know the program needs to track the coming and going of fees between insurance and the patient but we don't need all the gorey details displayed on the invoice. Also, IMO, we really need to be able to have a separate line item for co-pays and frame or CL allowances so it's clear on the invoice what has been collected on why. Marcia
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Post by kenganly on Mar 7, 2014 11:08:40 GMT -6
Agree with Marcia. Leaving off the double entry of transfers between insurances and patients would go a long way to help avoiding confusion.
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Post by KizerOpt on Mar 20, 2014 10:02:35 GMT -6
Agreed! Patients do not understand how to read their invoice, and trying to send statements is a nightmare! I can never send via the statement report, because it includes any balance due even if it is from insurance 5 years ago! I have had a patient statement run 9 pages long and their only balance was last year! I have to manually send statements so I can edit them to include the relevant details. Also, it does not split out the 30-60-90 well, everything gets lumped into the earliest group. It would be awesome if you can make them cleaner. And by the way, I've never been very successful at using the custom invoice tool. It never does exactly what I want it to. Can you work on that too?
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Post by peter@crystalpm on Apr 8, 2014 18:13:00 GMT -6
I've had several good suggestions in email with improvement suggestions. Keep 'em coming!
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Post by hec on Apr 9, 2014 4:44:48 GMT -6
yes the double entry of insurance when it's transferred, paid, etc is so hard for me to even read let alone the patient.
maybe somehow make it just show only once what is paid by insurance, what is transferred to patient.
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momo
New Member
Posts: 13
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Post by momo on Jun 12, 2014 12:51:47 GMT -6
I try to send out bills using transaction history and it would be very helpful when picking past due items to add to be able to choose line item by line item and not have everything in between the two items also be highlighted. If I'm billing for a medical visit I don't need the glasses and contacts that were purchased in there also. Keep it simple!
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sueb
New Member
Posts: 3
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Post by sueb on Dec 17, 2014 15:03:56 GMT -6
I agree with everyone so far and I have an additional request. We get calls from patients all the time wanting to know why insurance didn't pay for something, and while we'd LOVE to tell them to read their EOB or call their insurance company we don't. If there would be some sort of dropdown box to choose denial reasons from that could be selected while posting the insurance remittances that would be helpful!
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Post by twinlakesvision on Dec 6, 2017 17:07:12 GMT -6
3 years later... has this been fixed? It still appears that I have to click into each insurance payment and each patient payment to see how much was applied to each line item. Seems like there should be a simple way to see billed amount vs collected amount all at once.
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Post by aprilpullon on Jun 29, 2018 10:06:27 GMT -6
4 years later and invoices remain poor. There is no differentiation between Deductibles or copays/co-insurance for the patient responsibility.
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Post by KizerOpt on Jul 3, 2018 14:03:40 GMT -6
My how time flies....
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Post by gracecrystalpm on Jul 3, 2018 15:35:28 GMT -6
I've been wanting this feature for a long time. Simple drop down box in the mass insurance check next to patient responsibility that says - due to deductible, non covered, copay, incorrect copay collected..etc. I've been manually adding it to the line after I post a check and that's working "ok".
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Post by blueyedoc on Oct 17, 2018 9:40:01 GMT -6
I've been wanting this feature for a long time. Simple drop down box in the mass insurance check next to patient responsibility that says - due to deductible, non covered, copay, incorrect copay collected..etc. I've been manually adding it to the line after I post a check and that's working "ok". Completely agree. Simple Coding from DBA would allow us all to have a "Drop Down" menu to choose from (this would be similar to what Revolution EHR provided) and free up staff to focus non-value added time dealing with invoicing towards more value adding patient time.
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Post by christinat on Sept 1, 2022 11:20:03 GMT -6
Is there a way to get the claim adjustment reason codes and remittance advice remarks pertaining to that invoice to print as notes on the invoice. Right now we utilize the "Add a Comment" button and copy the line item breakdown from the invoice note that doesn't print on invoice and paste it on the invoice and manually type in deductible, coinsurance, copay etc so the patient can know what the balance breakdown is on the statement...
i.e.: 99214 / PR / 3 / 30.00 Co-payment Amount 92134 / PR / 1 / 53.94 Deductible Amount but having to do this one by one, especially on huge EOB's, is really time consuming.
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Post by KizerOpt on Sept 7, 2022 9:07:08 GMT -6
Is there a way to get the claim adjustment reason codes and remittance advice remarks pertaining to that invoice to print as notes on the invoice. Right now we utilize the "Add a Comment" button and copy the line item breakdown from the invoice note that doesn't print on invoice and paste it on the invoice and manually type in deductible, coinsurance, copay etc so the patient can know what the balance breakdown is on the statement... i.e.: 99214 / PR / 3 / 30.00 Co-payment Amount 92134 / PR / 1 / 53.94 Deductible Amount but having to do this one by one, especially on huge EOB's, is really time consuming. Wow! That is a huge amount of work! I commend your effort. Personally, I do not go through all that. I know the patient will get an EOB from their insurance with that detail. I do add a note that states the reason for pt responsibility (deductible, copay/co-insurance) when I send the stmt, but I do not include all the codes. BTW, have you tried importing the EOBs to the Mass Insurance Check? I don't find it helpful myself, but other offices do. Karen
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