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Post by KizerOpt on Sept 30, 2014 15:02:49 GMT -6
I have asked about this before, have not seen any change or had any feedback. When printing past due statements, all totals end up in the oldest date range (61-90, 120+, etc). If a patient has an old (120+) balance, then was just in last month, both invoice totals are lumped together in the 120+ column. This is, in fact, not an accurate statement. Why has this not been fixed in any update? Am I the only one seeing it this way? I would like to hear from other users how your statements look. I hate to send past due statements because they look so bad and are so confusing. Does Crystal have any plans to improve statements?
Karen |
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Post by mdeyedoc on Sept 30, 2014 22:27:27 GMT -6
I have asked about this before, have not seen any change or had any feedback. When printing past due statements, all totals end up in the oldest date range (61-90, 120+, etc). If a patient has an old (120+) balance, then was just in last month, both invoice totals are lumped together in the 120+ column. This is, in fact, not an accurate statement. Why has this not been fixed in any update? Am I the only one seeing it this way? I would like to hear from other users how your statements look. I hate to send past due statements because they look so bad and are so confusing. Does Crystal have any plans to improve statements?
Karen Yes, as far as I know that is still a problem. Marcia |
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Post by gracecrystalpm on Oct 2, 2014 7:43:06 GMT -6
Karen,
Question - so this patient comes in last month but does in fact have an outstanding balance from 4 months ago? If so, it would make it a past due statement regardless of if the patient came in last month? So to me (as a user of CPM before) make it valid. Let me know if I'm not understanding this correctly.
Thanks,
Grace
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Post by KizerOpt on Oct 2, 2014 11:51:34 GMT -6
Grace, the problem is that the balance from last month does not show in the box for 0-30, it is added with the 120+ balance and shows in the 120+ box at the bottom of the statement. This happens with any scenario. All invoices are totaled and shown in the earliest window, whether 120+, 90-119 or whatever. The invoice balances should show in the appropriate time frame they were incurred.
Karen
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Post by gracecrystalpm on Oct 3, 2014 10:39:38 GMT -6
I see it differently when it deals with patient balance - I want to know the oldest DOS that they owe a balance. I do agree with you on the insurance balance - that should reflect by DOS and not combined with oldest. I've talked to my developers about this and he says he will look into it.
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Post by KizerOpt on Oct 6, 2014 15:26:44 GMT -6
I see it differently when it deals with patient balance - I want to know the oldest DOS that they owe a balance. I do agree with you on the insurance balance - that should reflect by DOS and not combined with oldest. I've talked to my developers about this and he says he will look into it. By earliest, I mean oldest, in case I wasn't clear. I want the amounts to show in the correct 'window'. If the balance is from 4 months ago, it should be in the 120+, if from last month, it should NOT be in the 120+. Hope that makes more sense.
Karen
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Post by mdeyedoc on Oct 6, 2014 19:56:27 GMT -6
By earliest, I mean oldest, in case I wasn't clear. I want the amounts to show in the correct 'window'. If the balance is from 4 months ago, it should be in the 120+, if from last month, it should NOT be in the 120+. Hope that makes more sense.
Karen
Yes, each invoice should show up in it's own aging group. So if you have an inv with a $30 balance that is current, $50@ 50 days old, $80@ 80 days old, $100 @100 days and one for $130 that is 130 days old, it currently lists the entire $390 under 120+ column. The statement should list: 0-30 31-60 61-90 90-119 120+ Balance $30 $50 $80 $100 $130 $390 Marcia |
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