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Organizing Client / Billing info

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Michele:
I don't mean to be a debbie downer, but I believe the issue is the software.  I know it's nice to use a free system, I totally get that.  But I have worked in Practice Mate and it takes 3-4 times longer to complete any task than it does in a better software system.  We had a client who insisted we use Practice Mate for his account.  We did it for 6 months and then told him we could no longer do it. 

I absolutely LOVE LOVE LOVE Office Ally.  They are awesome.  But the PM software is just not great. 

I know that the cost factor is more than helpful when running a business, but in my opinion, that is why you are only able to make around $1500 per month.  If you were doing the same billing in Lytec it would take you 15 hours per week instead of 40 and then you could do $6000 - $9000 in a 40+ hr week.

PMRNC:
IF he is using HIS software/system for other clients, then indeed I'd say yes that could be the first common denominator in business efficiency. I wasn't sure if he said he uses their software or not.  I worked with a few software's when I used my own system that made me want to tear my head out of my hair and I lost more time having to have tech support. So I agree with Michele that might be something to be looked at.

I have never turned down or got rid of a client due to the software they used, however I have taken the time to analyze a system that I felt was inadequate. I would prepare a report for them to show them how the system is losing them money and I would give them solutions and options for another system. IF they were unwilling to change or invest in another system AND I felt the software was causing me to lose to money then I would re-negotiate my rate with them. I look at it this way, if I worked in the office, who am I to require the provider to switch systems, I get a paycheck to utilize what I have and to do the job to the best of my ability with the system they have. I only had one provider unwilling to change her ways at all and she ended up retiring anyway.

Michele:

--- Quote from: PMRNC on September 27, 2017, 04:56:22 PM ---I have never turned down or got rid of a client due to the software they used, however I have taken the time to analyze a system that I felt was inadequate. I would prepare a report for them to show them how the system is losing them money and I would give them solutions and options for another system. IF they were unwilling to change or invest in another system AND I felt the software was causing me to lose to money then I would re-negotiate my rate with them. I look at it this way, if I worked in the office, who am I to require the provider to switch systems, I get a paycheck to utilize what I have and to do the job to the best of my ability with the system they have. I only had one provider unwilling to change her ways at all and she ended up retiring anyway.

--- End quote ---

We actually did present them with data showing them why the software was not efficient, how the reports were not accurate and how they were losing money.  The negotiations over our fee were already very tough so increasing was not optional for them.  We gave them several options, some of which would not cost them anything additional.  They chose to continue using the inadequate system.  Sometimes you just have to walk away.......

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