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Post by caitlin on Jun 24, 2015 12:40:24 GMT -6
I have several accounts that show up on the 120+ overdue in the Insurance Receivables report but the amount outstanding was posted less than 1 month ago... ?
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Post by Kraig on Jun 24, 2015 15:18:39 GMT -6
This happens when an invoice from 120+ days ago was not zeroed out on BOTH insurances. Check the old invoices, and even though Insurance may show a zero balance, look at the Primary and Secondary to see if one has a credit and one still has a balance. Move the credit over to the insurance with a balance, and this will zero both out, taking them off of the 120+ day report.
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Post by caitlin on Jun 25, 2015 22:26:55 GMT -6
Not sure I follow - how do I see the primary and secondary balance? If I do uncheck and recheck the "Show All Dates" at the bottom of the report it does behave how I want it to....
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Post by gracecrystalpm on Jun 26, 2015 6:54:55 GMT -6
Hi Caitlin,
If you need me to log in with you to take a look, I'll be happy to.
Grace
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Post by Kraig on Jun 26, 2015 7:39:51 GMT -6
If you click on the insurance balance in the lower right corner of the invoice, it will break down the insurance balances. You will need to check each invoice. Attachments:
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basic
New Member
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Post by basic on Mar 10, 2016 11:29:39 GMT -6
Recently when we run our Insurance Accounts Receivable report, there are a few patients who show up with 120+ day insurance balances and dates from early 2015. But when you click on it it brings up their 2016 exam balance. The 2015 balance is 0. For example: A Patient was seen 1/5/2015 with a charge to Anthem, invoice was paid and balanced out 1/22/2015. We just recently saw this same patient 3-1-2016. We haven't received any payment from Anthem. But when you run the Ins Acct Receivable report, she populates with a 120+ Anthem balance from 1-2015. But clicking on it the 3-2016 invoice comes up.  |
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Post by Gina on Mar 11, 2016 9:12:50 GMT -6
Recently when we run our Insurance Accounts Receivable report, there are a few patients who show up with 120+ day insurance balances and dates from early 2015. But when you click on it it brings up their 2016 exam balance. The 2015 balance is 0. For example: A Patient was seen 1/5/2015 with a charge to Anthem, invoice was paid and balanced out 1/22/2015. We just recently saw this same patient 3-1-2016. We haven't received any payment from Anthem. But when you run the Ins Acct Receivable report, she populates with a 120+ Anthem balance from 1-2015. But clicking on it the 3-2016 invoice comes up. We can log in with you and look at the example so we can show you why it shows up that way in the report. |
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Post by friscoeyeassociates on Mar 14, 2016 11:10:08 GMT -6
It is odd in the example above that there would be a balance remaining after payment from only one insurance unless you did not write off whatever insurance did not pay in 2015... However if you were billing a primary and then a secondary for 1 line item this is where we encounter the issue... Like For example, in my office it is only happening on Medicare patients whose balance is partially paid by a secondary.. I understand "why" it is showing up that way in the report, but how do we bill a single line item to one insurance (Medicare) and have that balance paid by two different insurances (Primary Medicare and Secondary BCBS both combined to pay balance) Is there a way to split that line item up?? See Attached Photo.  |
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Post by friscoeyeassociates on Mar 14, 2016 11:34:58 GMT -6
Nevermind...Answered my own question... Our Insurance Coordinator needs to instead of just posting payment to blue cross, go to insurance adjustment dialog box and transfer medicare balance to BCBS... Just needed a little investigation
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Post by Mellonie on Nov 4, 2016 9:47:27 GMT -6
I am finding that when I run an Insurance Receivable report, I am coming up with odd credits/balances on accounts that have long been paid or zeroed out. And it is completely random when it happens because I run the report monthly, and have to clear out things from a year ago! Is this some sort of glitch in the system?
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Post by mdeyedoc on Nov 4, 2016 18:42:51 GMT -6
I am finding that when I run an Insurance Receivable report, I am coming up with odd credits/balances on accounts that have long been paid or zeroed out. And it is completely random when it happens because I run the report monthly, and have to clear out things from a year ago! Is this some sort of glitch in the system? It happens when a payment is not applied and/or balance not transferred correctly between insurance cos. Crystal tracks all your insurance billing, adjustments and payments in an invoice separately for each insurance company. The Invoice Insurance balance listed is the sum of all the charges and payments assigned to all the insurance on that invoice. OTOH, the Insurance Receivables Report is broken down by insurance company. Let's say you charge $200 and assign it to Medicare. Medicares pays $160 and AARP pays the remaining $40. If you apply the $160 payment to Medicare and the $40 payment to AARP but you forget to transfer the $40 balance to AARP, Crystal thinks Medicare has a balance of $40 ($200-$160) and AARP has a credit of $40 (0-$40). The Invoice Balance Insurance: shows a balance of zero but if you click on the insurance balance link, it will display Medicare $40, AARP -$40, which is what will show up on the Insurance Receivables Report. To fix that, just make an Insurance Adjustment and transfer $40 from Medicare to AARP.  the box showing the individual insurance balances closes when I try to make a snip but that underlined insurance balance is a link that will open it up and show the balance detail for each insurance assigned to the invoice. Marcia |
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Post by KizerOpt on Nov 7, 2016 9:34:22 GMT -6
I had to have Crystal run a special report back when we started with CPM years ago to show all of those. It would be nice to have a report to see those balances by patient, maybe, to make it easier to find them. I still have times when that happens to me, and I don't always see it until I'm working in the patient's billing later.
Karen
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Post by ashleyhec on Dec 9, 2016 14:48:44 GMT -6
Same issue here...we had multiple patients complaining they have never received a statement. Our billing specialist sends 4 statements...current, 30 days, 60 days, 90 days. When balances hit the 120+ day mark, our billing specialist stops sending them. We just found out because some of these patients have credits on the previous years invoices, they are showing up in the 120+ days account receivables reports, even though they have a current balance, so they are not getting a statement. BIG PROBLEM! Is there anyway around this or a fix being worked on for upcoming updates?
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Post by dvilawys on May 16, 2017 14:02:14 GMT -6
I'm having an issue with our A/R (Insurance receivables) Report. I pull up the report and patient who are zeroed out are showing up on the report. I took over for another biller and we are trying to clean up all accounts but the report has so many patients with zero balances that I feel like I'm not getting anywhere. I want to figure this out so that further down the line the report will be of actual help. Is there any way of having a report that reflects what is truly pending?
Thank you,
Deborah
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Post by astumpf on May 17, 2017 9:24:52 GMT -6
I doubt there's a way to tell it not to print the zero balances, you'll probably just have to follow the above steps to get everything straightened out. You might try sorting the report by amount, so at least all the zeroes fall to the bottom? Although that probably wreaks havoc with the parts of the report that you're actually wanting to use.
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