Patients complain about invoices

[caitlin]

Hi Grace, thanks for providing that custom template- it does organize the invoice better and make it easier to read. There are a few things that I don't think can be customized though that still create a lot of confusion... "Insurance transfer from <Ins Company>" is very confusing and it would be great if there was a way at least to add a custom note to explain a little more to the patient. Or even calling it "Patient Responsibility per <Ins Company>" would make much more sense to the patients.

Thanks,
Caitlin

[mdeyedoc]

Oct 3, 2014 12:05:08 GMT -6 caitlin said:

Hi Grace, thanks for providing that custom template- it does organize the invoice better and make it easier to read. There are a few things that I don't think can be customized though that still create a lot of confusion... "Insurance transfer from <Ins Company>" is very confusing and it would be great if there was a way at least to add a custom note to explain a little more to the patient. Or even calling it "Patient Responsibility per <Ins Company>" would make much more sense to the patients.

Thanks,
Caitlin

Yes. There should be a way to suppress the insurance transfers back and forth. We don't need to display all the gorey details. I just looked at ALL of my family's medical bills last year and the only thing listed on any of them was the line items charges, payments and write-offs. The description tells who the payment/write-off is from.  They do not include the insurance co on the line item either.  The services were rendered to the patient and they are who is ultimately responsible. It can change as the claim is processed anyway.

All we need is the insurance balance that shows what was sent to the insurance. However I would recommend changing "insurance" balance to "ins pending" balance so the patient doesn't feel like they are off the hook for that portion. IMO, there should also be an Invoice Total item, not just patient and insurance balance. It's nice to have it there as a quick double check that it sounds right. 

We need to be able to view the insurance portion of the transaction from the invoice so we can see who has what balance outstanding or to transfer to another insurance company but those should be treated like the pt invoices: show the charges billed, amount paid, amount transferred/written off.

Marcia

[mdeyedoc]

What is the difference between the Invoice and Statement with and without insurance? Does it automatically print the insurance type if a line item on the invoice has been assigned to insurance?
Marcia

[pfec]

Do you guys know if there any easy way to edit the font size of the default portal info.? (The text prints a little large for our taste). I have looked at the custom invoice tool options, but am having a hard time understanding how to use it.

Thanks.

[mdeyedoc]

Oct 6, 2014 13:51:52 GMT -6 pfec said:

Do you guys know if there any easy way to edit the font size of the default portal info.? (The text prints a little large for our taste). I have looked at the custom invoice tool options, but am having a hard time understanding how to use it.

Thanks.

I think you have to go to the custom invoice. EDIT- this is incorrect. The default portal info is part of the footer and will print at whatever size you have set for the footer.  I've been playing with it a little. You can copy and paste the portal text from the invoice page into the text options box on the custom invoice. Whatever you put in there shows up in the top left corner. You can drag it anywhere you want at any time.   Edit the text as desired (but keep the parts with the brackets) and change to your desired font settings. You can drag it to wherever you want on the invoice. Clicking on Additional Text Object clears the text options box so you can add another item. Double clicking on an item puts it back in text options box if you want to change it. Save Templates when you have what you want. Right click to delete an item.

The problem is you have to do a lot of work to the default custom template to clear out all the payment aging stuff at the bottom and I can't figure out how to get rid of it all. That is OK for a statement but why have it on an invoice?  All the samples are the same except they have a different title.  I'd love to have one that is just the standard invoice that I could add stuff to.  Maybe Grace has something like that.

And the footer is not printing on the custom or standard invoice. EDIT- This is because the footer is established when the invoice is created.  Any changes to the default footer do not show up in previous invoices. You would have to edit the footer in the actual invoice for changes to show up on an exiting invoice.

Marcia