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 Post subject: reports
PostPosted: Thu Jan 26, 2012 7:09 pm 
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Joined: Mon Oct 25, 2010 7:59 pm
Posts: 68
Hello,
Looking for a report that will print this info:
report of Charges by DOS, CPT, Insurance, and & payment amount and date

is there one report that will give all that info??

Thanks
Dawn Borders


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 Post subject: Re: reports
PostPosted: Sun Dec 04, 2016 9:21 pm 
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Joined: Mon Oct 03, 2016 12:11 pm
Posts: 7
Running V20 Pro and need a Primary Insurance report showing dates of service not paid for a specific year.

Thanks,
Debbie


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 Post subject: Re: reports
PostPosted: Mon Dec 05, 2016 11:16 am 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4003
Location: Springfield, MO
Did you look at the Primary Insurance Aging report?

_________________
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777


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 Post subject: Re: reports
PostPosted: Wed Dec 07, 2016 5:41 pm 
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Joined: Mon Oct 03, 2016 12:11 pm
Posts: 7
Yes I run that report when I put in the on or before date it gives charges not paid for previous years.


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 Post subject: Re: reports
PostPosted: Wed Dec 07, 2016 7:44 pm 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4003
Location: Springfield, MO
I have a custom version of the Primary Insurance Aging the lets you put in a date range. Be warned, the reports are not accurate when run for a date range, that is why eMDs changed the reports to run with an "as of" date on version 15. The report is yours "as is" for $45. Private message me if you want it.

The good news is Medisoft version 21 is going to have a balance write-off tool. I would suggest getting on this version and utilizing this tool when it is ready.


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 Post subject: Re: reports
PostPosted: Fri Dec 09, 2016 1:43 pm 
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Joined: Mon Oct 03, 2016 12:11 pm
Posts: 7
Thanks Gavin. Am I suppose to archive each year?


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 Post subject: Re: reports
PostPosted: Fri Dec 09, 2016 3:42 pm 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4003
Location: Springfield, MO
Archive is not recommended. The process is slow and you might get a 10% gain in performance, if you even notice anything at all.


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 Post subject: Re: reports
PostPosted: Sat Dec 10, 2016 4:33 pm 
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Joined: Mon Oct 03, 2016 12:11 pm
Posts: 7
Gavin,
When I run the aging report I get outstanding claims from previous years - do I zero out those outstanding claims so they will not show up? Thanks so much for your help I inherited this job with no training........training myself!
Debbie


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 Post subject: Re: reports
PostPosted: Mon Dec 12, 2016 10:52 am 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4003
Location: Springfield, MO
Create a write-off adjustment to zero out the remaining amount if you no longer wish to pursue that A/R. Version 21 is coming out with a tool to automate this process.


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 Post subject: Re: reports
PostPosted: Thu Feb 09, 2017 3:52 pm 
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Joined: Thu Apr 14, 2016 3:27 pm
Posts: 40
Hello Gavin,
I am also missing the insurance aging report that was in prior versions of Medisoft with a beginning and ending date. Do you know if V21 has this report?
Thanks
Bob


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 Post subject: Re: reports
PostPosted: Thu Feb 09, 2017 4:41 pm 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4003
Location: Springfield, MO
No Medisoft v21 does not have this report, but it does have an A/R write-off utility. If you are wanting to run with a date range because you have a bunch of old A/R to write off, then you should consider upgrading.


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 Post subject: Re: reports
PostPosted: Thu Feb 09, 2017 7:58 pm 
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Joined: Thu Apr 14, 2016 3:27 pm
Posts: 40
Gavin,
In my state there is a timely filing rule of one year for claims, even if the original claim was file at time of service, the resubmission has to filed within one year of service. Therefore I would like to be able to remove insurance claims from the aging report after 18 months of service date. We still have the ability to collect patient fees for up to ten years so I don't want to remove those line items. I saw you made up a report to show aging claims with a beginning and ending date. With the ability of your report and V21, what would be the best way to get this affect?
Thanks
Bob


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 Post subject: Re: reports
PostPosted: Sat Feb 11, 2017 12:35 pm 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4003
Location: Springfield, MO
I have a Primary Insurance Aging with a date range. Yours "as-is" for $45. The report was never accurate, even on v14 when you run it with a date range. That is why they took the date range out on v15.


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 Post subject: Re: reports
PostPosted: Sat Feb 11, 2017 2:11 pm 
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Joined: Thu Apr 14, 2016 3:27 pm
Posts: 40
Thanks Gavin


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