Author Topic: Reports  (Read 2382 times)

gderilus

  • Jr. Member
  • **
  • Posts: 77
Reports
« on: September 13, 2009, 08:19:50 PM »
I'm currently using OfficeAlly. Does anybody know how to print a monthly report for a client that shows all the AR for that month.

Pay_My_Claims

  • Guest
Re: Reports
« Reply #1 on: September 14, 2009, 06:54:34 AM »
With Office Ally (clearing house) you only can print a claim history report or an inventory report. If you are using their free PM software Practice Mate, you can obtain the report you are looking for, otherwise the report would come from the PM software you are using.

jcbilling

  • Full Member
  • ***
  • Posts: 156
Re: Reports
« Reply #2 on: September 14, 2009, 11:16:35 AM »
In Practice Mate, under the Accounting tab, go to Reports and there are two AR Aging Reports - a Summary and a Detail. However, you can not run it for specific dates. It pulls all data from within the system and just breaks it down by what is outstanding Current (1-30 days), over 30, over 60, and over 90.

~ Charity

gderilus

  • Jr. Member
  • **
  • Posts: 77
Re: Reports
« Reply #3 on: September 14, 2009, 03:10:44 PM »
I'm currently working for the therapist as an employee but she will be soon my first client as soon as I set up everything for my business. I want to keep using office ally and keep everything the same. My question is, how would I know how much I collect for each month so I can charge her for my services based on what I collect. If I won't be able to print the report monthly, I won't know how much I collect for each month right.

jcbilling

  • Full Member
  • ***
  • Posts: 156
Re: Reports
« Reply #4 on: September 14, 2009, 04:53:04 PM »
Under the accounting tab, there is an Applied Payments Report that you can run for a 31 day period. So everything that was posted for that time frame will be in that report. There is a total at the end of the report. That is how I know what to invoice my clients.


gderilus

  • Jr. Member
  • **
  • Posts: 77
Re: Reports
« Reply #5 on: September 14, 2009, 05:46:26 PM »
Thank you very much for your help. I was getting so frustrated and your answers help me a lot. Also, how come the provider's info don't show on the billing statement such as mailing address. Isn't that the way it supposed to be or it depends on what type of envelope you're using. I thought the doctor's mailing address should be on the statement so the patient can make payment to that address right.

jcbilling

  • Full Member
  • ***
  • Posts: 156
Re: Reports
« Reply #6 on: September 14, 2009, 06:06:20 PM »
If you go under the Manage Office tab, select Company Information underneath Company settings. The second tab, which is Statement Header Information, is where you can enter what you want to appear on your billing statements.

Then when you pull your billing statements, choose Billing Options. Here you can choose which statement form to use.
I think 04 & 05 have a part on the bottom that the patient can cut off and include in an envelope with the practice's address already in place.

You can play around with the different forms - there are 13 different ones and see which one would work best for your office.

~ Charity

Michele

  • Global Moderator
  • Hero Member
  • *****
  • Posts: 4706
    • Solutions Medical Billing
Re: Reports
« Reply #7 on: September 15, 2009, 06:53:57 AM »
If you plan on charging a % make sure you aren't in a state with a fee splitting law.

Michele
Sign Up for our FREE Medical Billing Newsletter
Get a 10% discount on Medical Billing Products by using Coupon Code: 10OFF
http://www.solutions-medical-billing.com

gderilus

  • Jr. Member
  • **
  • Posts: 77
Re: Reports
« Reply #8 on: September 15, 2009, 01:12:55 PM »
Actually, I am in Florida and there is a fee splitting law. I'm still a little confused about the law. Is it illegal for billing companies to charge a percentage or is it just illegal for doctors to get into a contract that charge a percentage.

PMRNC

  • Hero Member
  • *****
  • Posts: 4217
    • One Stop Resources & Networking for Medical Billers
Re: Reports
« Reply #9 on: September 15, 2009, 02:13:49 PM »
Quote
Actually, I am in Florida and there is a fee splitting law. I'm still a little confused about the law. Is it illegal for billing companies to charge a percentage or is it just illegal for doctors to get into a contract that charge a percentage.

That's kind of a "moot" question because while it is illegal for providers to enter into a fee-splitting arrangement, why would you 1) want to put a provider in an illegal situation knowing they would be subject to heavy sanctions and 2) basically create a NULL void contractual situation. If you go to court you have NO contract (Null/Void)
Linda Walker
Practice Managers Resource & Networking Community
One Stop Resources, Education and Networking for Medical Billers
www.billerswebsite.com