Requests Go Here

[Kraig]

Please post all video and documentation requests in this thread.

[yaronmaya]

We are looking for a way to get a report of NET revenue by procedure code. When you pull a sales report it groups all the professional service codes together so you cannot get payment information for just one specific code.

Please advise.

[hec]

is there a way to run a report to show net revenue for certain codes minus any insurance chargebacks or discounts. right now when we run sales report for example it shows the revenue for the frame as what patient pays and what we bill insurance as the total revenue but this not correct because we may bill insurance the frame for let's say $120 but the insurance not going to pay that full amount and may only pay $45 so really the revenue for that frame should only be what patient pays and what insurance reimburse not what we bill insurance

[erica]

yaronmaya & hec I have forwarded these to our training team.
Thank you,
Erica

[yaronmaya]

The reports have been fixed so now you only get the revenue for the procedure codes you select!!! Thanks.

[hec]

May 4, 2017 11:33:33 GMT -6 erica said:

yaronmaya & hec I have forwarded these to our training team.
Thank you,
Erica

thanks! pleas let me know if/when they found a way to report net revenue taking into account insurance write offs

[erica]

According to Todd, he said that if you apply the payment as a blanket payment, it will not show as itemized.
After accepting the payment, you have to go in and tell the system how much of the payment goes to each line item.
I hope this helps!

[hec]

i do apply payment per line item but i run the "sales report" with the code and it doesn't show true net payment

[DVA - Jo]

Uploading medical records to either a Folder or to the portal is quick and easy. Is it possible to do something like that for the patient bills/invoices? The Full Transaction History cuts off the date when it is printed and it is confusing for third party payors (lawyers, charitable funds) to understand so I usually end up having to print each individual date of service for these cases. - JA

[clec]

Is there a way to print out work/school excuses directly from crystal?

[erica]

Apr 13, 2020 9:30:57 GMT -6 clec said:

Is there a way to print out work/school excuses directly from crystal?

Do you have Word on your computer? there is a pre-made Word template you can download here: sites.google.com/view/crystalpmtemplate/generic-word-templates

[drpjs]

is there a way to set up in patient records a color to indicate what information is uploaded from the portal for the upcoming exam?

[ryeeyoung]

The FTC "Contact Lens Rule" goes into effective today I believe. I've been trying out the Patient Portal as a way to meet the requirements to provide every patient a copy of their CL prescription. My doctor noticed today that if you print a CL prescription only, the patient's DOB is missing (but it does shows up on a Spectacle only prescription and when you select to print both prescriptions).

Can this be updated please to include the patient's DOB when printing their CL prescriptions only?

Thank you.

[capeye]

Can you post some sort of training or all information on the TSYS integration in the CREDIT CARD tab in the Admin section, and how to take advantage of it through Crystal payments as well as Patient Portal Payments?

Also there are quite a few videos in the youtube video training links/folders that are not accessible because they are labeled as "private". How can I get access to view those?

[debbieo]

Looking for a way to pull "Last Date Procedure Performed" for particular CPT codes.

If possible would like to get it in table form, with the ability to pull the result as well (numerical values).

I found a way to put a table field in but that appears to be for inputting data. I'd like to have just a readout.

Thanks in advance,
Debbie