Author Topic: reports  (Read 1526 times)

margemib

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reports
« on: June 08, 2009, 04:35:47 PM »
Hi Michele,
I know we use different software but what is the best way to keep track of money the provider was paid if you are charging %,
because if you try to keep track by month the problem is there may be money owed the month before?
margemib ???
Margie Finlay CMRS

Michele

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Re: reports
« Reply #1 on: June 08, 2009, 08:39:21 PM »
We run a report every month on the first.  It shows us the amount collected for the entire month.  We then take that figure and use a different program, quickbooks, to bill the provider.  If the provider didn't pay us from the previous month (we would have sent out a late notice around the 22nd) then the old amount, plus interest, would be added to the new amount and a bill would be created.

Michele
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margemib

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Re: reports
« Reply #2 on: June 09, 2009, 07:45:56 AM »
what happens if some ins. payments come in the next month so when you are trying to get a figure of what is owed before you go to quickbooks what report would be best to find this out the problem is my reports go by DOS so if I run a report for say June I do not think if a payment was made in june say for may it will come up, what report should I look for in my program (Medlook).
margemib ::)
Margie Finlay CMRS

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Re: reports
« Reply #3 on: June 09, 2009, 01:02:33 PM »
It's going to depend on how you have your database setup. For example, I post payments by deposit date. If a provider gives me his list of deposits for the day, I then post them using the date of deposit. At the end of the month I run a report of deposits. Example:   Report will be of all deposits from 6/1/09 - 7/1/09, my percentage is then calculated from that amount.
So if a patient or carrier makes a payment in July for a service done in May .. I don't collect on it until it's recorded (July)

Now if you are basing your % on just insurance payments your report is going to be different as you would not only go by posted or deposit date but by payment code as well.

Linda Walker
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Michele

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Re: reports
« Reply #4 on: June 10, 2009, 06:51:22 AM »
The report we run shows ALL activity from the first of the last month, so it includes all billing, payments, adjustments, notes on accounts, etc.  There are many times that payment doesn't come in the same month as the date of service.  You need to find a different report, or at least be able to set different parameters. 

Michele
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margemib

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Re: reports
« Reply #5 on: June 10, 2009, 08:24:01 AM »
Thanks Michele & Linda for the help!
margemib
Margie Finlay CMRS