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Post by caitlin on Sept 30, 2014 17:55:32 GMT -6
Hello, We've had many patients complain about our invoices being confusing to read. Here's an example (attached). The patient total shows $325 on the last line but the please pay this amount shows less the discounts applied above. The "INSURANCE TRANSFER" line confuses the patient. It looks like the insurance has a credit of $325 which is not the case. I don't think there's anything we can do to customize this, these are internal issues to how the invoice is put together, but I wanted to share this specific example with the Crystal team to see if there's any way improvements can be made. Maybe I should have put this in the Requests tab. (Moved) Thank you, Caitlin Attachments:
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Post by mdeyedoc on Sept 30, 2014 19:04:37 GMT -6
I'll second that. Half the time we can't figure out what is going on, let alone our patients. Marcia
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Post by KizerOpt on Oct 1, 2014 11:06:28 GMT -6
Even worse, sometimes I resort to sending an invoice to avoid sending an even more confusing past due statement!
Karen
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lorie
New Member
Posts: 17
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Post by lorie on Oct 1, 2014 11:40:32 GMT -6
I agree, we have the same issue, our patient's are also confused by the balance from previous bills printing on the new statements. It would be nice if this could be cleaned up.
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Post by mdeyedoc on Oct 1, 2014 14:28:23 GMT -6
Even worse, sometimes I resort to sending an invoice to avoid sending an even more confusing past due statement! Karen LOL...I'm pretty sure that's what my staff does. For anyone that switched from other software, how were insurance payment displayed there? And while we're talking about invoices, I would LOVE to have a separate entry for copays and allowances so they are clearly indicated on the invoice so we and the patient can tell what the charges/credits are for. There are people with multiple co-pays or the CL allowance may be more than any individual line item so it's spread out over multiple items. And heaven forbid you get someone with a frame allowance and a material copay that is only eligible for a frame! It's so complicated deleting and pushing things around for the various columns. If you put the wrong number in one of the columns you are screwed. They are trying to do too many things automatically and it just makes everything more difficult. The frame pricing with VSP is so convoluted that my old program had a special program that opened for VSP frames. We entered the frame retail and wholesale price and VSP retail and wholesale allowance and it calculated and put the numbers where they belonged. Marcia
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Post by KizerOpt on Oct 1, 2014 14:49:42 GMT -6
" The frame pricing with VSP is so convoluted that my old program had a special program that opened for VSP frames. We entered the frame retail and wholesale price and VSP retail and wholesale allowance and it calculated and put the numbers where they belonged." Wow, that would be nice! For us, VSP is mostly negative numbers anyway when I post the payments, it baffles me how we are supposedly making money if we keep owing them! But that's another forum..... Karen
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Post by vaderkty on Oct 1, 2014 16:35:12 GMT -6
" The frame pricing with VSP is so convoluted that my old program had a special program that opened for VSP frames. We entered the frame retail and wholesale price and VSP retail and wholesale allowance and it calculated and put the numbers where they belonged." Wow, that would be nice! For us, VSP is mostly negative numbers anyway when I post the payments, it baffles me how we are supposedly making money if we keep owing them! But that's another forum..... Karen Do you do any IOF? That is really were you get paid...and exams of course. We are a fairly small company but we have at least 2000 in VSP payments twice a month. We have had checks as high as 7000 before as well.
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Post by gracecrystalpm on Oct 2, 2014 7:28:08 GMT -6
To respond to Caitlin - You can edit that invoice by using custom invoice tool. If you need help, be happy to get on the phone and set it up in a way that it does not confuse patients.
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Post by KizerOpt on Oct 2, 2014 7:58:09 GMT -6
" The frame pricing with VSP is so convoluted that my old program had a special program that opened for VSP frames. We entered the frame retail and wholesale price and VSP retail and wholesale allowance and it calculated and put the numbers where they belonged." Wow, that would be nice! For us, VSP is mostly negative numbers anyway when I post the payments, it baffles me how we are supposedly making money if we keep owing them! But that's another forum..... Karen Do you do any IOF? That is really were you get paid...and exams of course. We are a fairly small company but we have at least 2000 in VSP payments twice a month. We have had checks as high as 7000 before as well. yes, we do IOF, and contacts and COB help. Would love to talk to you about how you are doing so well with VSP. Maybe we can get some tips that would help us.
Karen
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Post by vaderkty on Oct 2, 2014 7:59:57 GMT -6
message me. I can give you my number...
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Post by mdeyedoc on Oct 2, 2014 21:41:11 GMT -6
To respond to Caitlin - You can edit that invoice by using custom invoice tool. If you need help, be happy to get on the phone and set it up in a way that it does not confuse patients. Since this is a common problem, can you make a video showing how you would set up a more user friendly invoice? I haven't bothered with the custom invoice and wondered what the advantage would be. The existing video on invoices mentioned that you can add text and graphics and move things around but doesn't show how to make it clearer. Dang, I just discovered that the ? by the font setting lets us access the Rxfields, Med rec fields, etc. I've also been wanting to print the Spec Rx and CL Rx on the invoice for ages and I had some med rec fields on the old Print Clinical Summary section of the standard invoice that I've been whining about since it was removed last spring with the MU2 update. I wish they would have told me I could do it in the custom invoice. The only problem is that it doesn't look it can go over one page. Is that correct? I thought the old standard invoice with the clinical summary would go over a page. I had med rec fields with pt ed resources and pt instructions in there that could get long and I thought it would go on to the next page, no? Also, when I just tested it, the default footer doesn't seem to be printing on either the standard or custom invoices. It's showing the header but not the footer. Is anyone else finding that? Marcia
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Post by KizerOpt on Oct 3, 2014 7:43:53 GMT -6
Marcia, I have played for 3+ years with the custom invoice tool and I still don't like it. I added the footer <footer>, but haven't tried too much to add the other fields. Keep us posted on your progress/success!
Karen
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Post by gracecrystalpm on Oct 3, 2014 8:12:11 GMT -6
Custom Invoice.itf (34.24 KB) Here's my invoice I created for offices that don't want to fool with it but just make a few adjustments.
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Post by KizerOpt on Oct 3, 2014 8:52:03 GMT -6
Here's my invoice I created for offices that don't want to fool with it but just make a few adjustments. I'm not familiar with ITF format, how do you recommend viewing it?
Karen
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Post by gracecrystalpm on Oct 3, 2014 10:33:01 GMT -6
here are the steps to view it (can only do it in Crystal)
Admin - invoices - custom invoice tool - file - save template to file (for backup reasons) - then file again - load template
You will see my changes made to it, everything defaults back to Crystal PM info that you will need to change if you like it.
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