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Post by KizerOpt on Nov 4, 2014 8:30:27 GMT -6
One of the recent updates added balance/charges to the invoice date as a drop down. What is the purpose of this feature? On ours, it shows balance/charges on invoices with a 0 balance, or else it shows voided line items, as in a patient had a charge for something, but then it was voided because they did not finalize the purchase. It should certainly not pick up voided lines and I can't see the point in showing $$ for invoices that have been paid in full. Can someone explain how this feature is supposed to work for us, if it IS working correctly? Meanwhile, I'm going to see if I can find where to turn it off, as it serves me no purpose and just adds confusion to the staff.
Karen |
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Post by gracecrystalpm on Nov 4, 2014 10:58:01 GMT -6
I looked into it, and here's what it shows.
Balance: reflects current balance including patient and insurance (so Karen, check on that invoice to see if it still has an outstanding balance from insurance)
Charges: includes all charges (prior to any discounts)
right off bat, I see the plus in:
A) knowing total charges since it doesn't reflect on the actual invoice.
B) knowing there's an outstanding balance (patient or insurance) - helps with insurance A/R
I do see the voided items still count in the charges when it really shouldn't so I've notified our developers on that. What I'd like to see is instead of displaying the charges in the drop down, just reflect that by default on the bottom right corner?
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Post by KizerOpt on Nov 4, 2014 13:31:56 GMT -6
I wouldn't mind the info in the drop down IF it showed pt bal/ins bal for each date of service. Then you could quickly go to an invoice with a balance and see who owes what and/or research it. Having the open balances show only in the bottom right corner requires you to look at each invoice to find any outstanding balance. The invoice balance selection at bottom right already shows the charges for pt and insurance so I don't see the benefit in having it again at the top. I suggest it should show the open balances for pt/ins. And of course, without voided lines included.
I checked another random patient and found a date which had -80.14/479.62 but there is a 0 balance for both patient and insurance, so that does not help me any. I can't even find where the credit shows. I see the charges are only insurance charges, not total of invoice. Again, I don't know that showing the amounts charged up top have much benefit. Balances due - yes.
Karen
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Post by tag701 on Nov 6, 2014 7:42:36 GMT -6
Another thing about voided lines - why do they show up in the Payment detail? When trying to assign the payment to charges I have to make sure not to pick the voided ones? It doesn't make sense to me.
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Post by KizerOpt on Nov 6, 2014 9:20:12 GMT -6
Another thing about voided lines - why do they show up in the Payment detail? When trying to assign the payment to charges I have to make sure not to pick the voided ones? It doesn't make sense to me. I haven't noticed this, but good point!
Karen
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Post by vaderkty on Nov 8, 2014 11:15:59 GMT -6
Another thing about voided lines - why do they show up in the Payment detail? When trying to assign the payment to charges I have to make sure not to pick the voided ones? It doesn't make sense to me. I haven't noticed this, but good point!
Karen
It's a major P.I.A when I am trying to figure out what to bill but I am hopeful they will correct since it WAS VOIDED. it should not account into anything since it essentially doesn't exist. |
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