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