Amount column in Custom Invoice

[mdeyedoc]

I am trying to make a custom invoice. The main thing I want is to add a med rec field (like we used to be able to add to the footer) to the standard invoice but I keep running into obstacles. I've asked and apparently there is no itf file for just basic standard invoice so we can start with that and just add what we want. I've figured out how to delete everything in the default custom invoice template that I don't want, how to move, resize, and rename columns and which features split across pages.  So I went to set up my columns for the transaction table and I don't see the basic line item charge- the fee that is listed for the item in Admin/Billing and displays in the Amount column on the standard Invoice. Is there no way to have a column with the amount like there is in the standard invoice?  I see a column for everything but that: Insurance Amount, Pending Insurance, Adjustment, Pt Balance, Ins Total, Pt Total. 

Marcia

[erica]

The amount column will list the bill code fee.


Is that what you were looking for?
Erica

[vaderkty]

This is what I did to our template. I made the balance show up in red to be visible to us and patient. I took out billing codes just to give more space for insurance columns. Patients don't need them and they are on the cms already so no big deal. I also have date of exam footer to warn of POF responsibility linked to pof dropdown, breakage protection info if that billing code is selected, etc. Diagnosis codes in middle and out log and business info on one side and pt info on other. 
pretty easy to show patients what there payment is adjustments from insurance and expected amount from insurance. they like the fact it is broken down for their insurance and flex plans. 
We also have a special message at the top about our website and the footer about patient portal username and password. 
This may be what you are looking to do??

[mdeyedoc]

Dec 1, 2014 14:19:06 GMT -6 erica said:

The amount column will list the bill code fee.


Is that what you were looking for?
Erica

Ah, yes. Thanks!  I was looking at 3 different itf files and apparently the column names on the one I chose had been edited because it had "Ins Amount" for item 7. Last week I asked Paul if they could add a permanent column description (in parentheses or something) to the Edit Column info so that you can tell what each item is regardless of the column name used. EG emp and employee and insur and insurance could easily be confused, if renamed.

Marcia

[mdeyedoc]

Dec 1, 2014 18:50:05 GMT -6 vaderkty said:

I also have date of exam footer to warn of POF responsibility linked to pof dropdown, breakage protection info if that billing code is selected, etc.

This may be what you are looking to do??

That's closer to what I want than the custom invoice itf files I've got.  I have a med rec field with pt instructions/ed resources that I want to print on the invoice but the footer doesn't accept med rec fields so it has to be in a separate text object. 

In your template, doesn't the Date of Service run into the Diagnosis box and won't a long footer run into the "please pay amount" table in the bottom right corner?  In my experiments, each object on the template starts printing at the upper left corner of its placement on the template and prints to the right and down until it is done (usually), even if it overlaps another text item. That makes it tricky to properly place variable length items so they don't run into other things if they are long. If you put multiple fields within the same Text Object they will print in their entirety in the order listed but they will still overlap other text objects on the template if enough space is not allotted between the objects.

I've never set up special footer triggers based on billcodes but I vaguely remember reading about that somewhere. I'm not sure I want to mess with that but may I ask where you set those?

Marcia

[vaderkty]

Dec 1, 2014 22:28:05 GMT -6 mdeyedoc said:

Dec 1, 2014 18:50:05 GMT -6 vaderkty said:

I also have date of exam footer to warn of POF responsibility linked to pof dropdown, breakage protection info if that billing code is selected, etc.

In your template, doesn't the Date of Service run into the Diagnosis box and won't a long footer run into the "please pay amount" table in the bottom right corner?  In my experiments, each object on the template starts printing at the upper left corner of its placement on the template and prints to the right and down until it is done (usually), even if it overlaps another text item. That makes it tricky to properly place variable length items so they don't run into other things if they are long. If you put multiple fields within the same Text Object they will print in their entirety in the order listed but they will still overlap other text objects on the template if enough space is not allotted between the objects.

I've never set up special footer triggers based on billcodes but I vaguely remember reading about that somewhere. I'm not sure I want to mess with that but may I ask where you set those?

Marcia

The date of service prints out right above the rest of the boxesand the diag. codes.
Setting up triggers is simple in the billing screen. Just add message and it will add to the rest of the footers. Getting the spacing was an issue at first and you have to play with it but it works great (even with the auto footer for portal info, too)

[mdeyedoc]

Dec 2, 2014 10:32:31 GMT -5 vaderkty said:
Setting up triggers is simple in the billing screen. Just add message and it will add to the rest of the footers.

Thanks. Good to know.
Marcia