Patient Balances

[Cherylwilli]

I'm a biller for mental health providers.  I need to generate a monthly report for one of my providers that shows patient balances and/or credit balances.  I use Medisoft v16 and to get this information I have to run several different reports, i.e. missed copay report, patient remaining aging, etc.  From these various reports, I still have discrepancies with the provider.  Needless to say this is very time consuming.  Does anyone know if what I need is possible in Medisoft? Perhaps there's another report in Medisoft that I've missed.  I've worked with my software rep which said the report I want has to be created by their developer I'm not sure if this isn't just to make more money.

Since this report is needed by one provider, I don't want to incur the expense to have it created.  I would appreciate any comments or suggestions.

Thanks.
Cheryl

[Michele]

You may not be able to get the information in one report, but you should be able to get what you need without paying the programmer.  I use Lytec, so I'm not sure how to do it in Medisoft, but can't you do one report for patient aging with balances, and a separate one for credits?

Michele

[PMRNC]

Reports were just one of the many things that frustrated me about Medisoft..however once I learned that GOOD data in was good data out of ANY software things clicked. For example (I started out with Medisoft) I had a provider who wanted a DAILY report based on that day's patient's of what the patient's owed in copay's so that he could ask them for it when they arrived (seems pretty reasonable) So when I posted payments I used to create a note.. "missedcopay"  then I could run report and easily go down his day sheet and see what the patient's that day owed.  That's just an example. My point is when you are entering your data whether it's a copay or insurance payment be specific, use the notes area of your software if you have to. Of course this only helps with a nice clean database unless you go back patient by patient..but again..good data in is good data out. 

[Cherylwilli]

Medisoft has a patient aging report, but this doesn't include copays not paid.  If the patient was seen within my billing cycle the copay won't show because it hasn't aged. Then I run the missed copay report to find out what's owed in copays.  Sometimes her patients will overypay and have a credit This is another report (unapplied payments).  Also, this provider charges interest on accounts over 60 days, which I have to manually enter--then the current month's interest doesn't show on the aging report until the next cycle. 

Medisoft has an outstanding copay report which seems to have a glitch in the software because the report doesn't generate any information at all.  I notified the rep and was informed that this is a McKesson issue which is being looked into.  I'm hopeful that this report will be elminate the missed copay and unapplied payments report.

So, currently I run the patient aging report, missed copay report, unapplied payments report, outstanding guarantor/patient balances to get patient balances.  After I compile this I create an excel spreadsheet which I give her.  As you can see this is a lot of work which is time-consuming.

Am I looking for the impossible--one, two reports at most to get an accurate balance?

Thanks for the feedback.

Cheryl

[Michele]

Certainly seems like it should be doable.  I understand what you are describing.  Sounds like it is a combination of programming issues and policies of the provider, but it still should be doable.