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 Post subject: monthly statements
PostPosted: Wed Apr 19, 2017 9:03 am 
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Joined: Tue Apr 04, 2017 12:13 pm
Posts: 2
I have been having an issue with creating monthly statements. I will "create" over 100 when I should only have 50 or so. I have statements being generated when a pt has a credit, and it shows they owe, instead of a credit. I have to physically look over each one to make sure it is a valid statement. Anyone else having this issue? HELP!


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 Post subject: Re: monthly statements
PostPosted: Wed Apr 19, 2017 3:26 pm 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4128
Location: Springfield, MO
Yeah, we run into this all the time. We usually determine this happens because payments were not properly applied. If you have $100 in charges and $100 in payments, but they aren't all applied to the correct charges, then a statement will still generate for the patient.

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


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 Post subject: Re: monthly statements
PostPosted: Tue Apr 25, 2017 8:13 am 
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Joined: Tue Apr 04, 2017 12:13 pm
Posts: 2
Any suggestions? I would love to know how to stop wasting all that paper, toner and time.


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 Post subject: Re: monthly statements
PostPosted: Wed Apr 26, 2017 8:14 am 
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Joined: Wed Apr 04, 2007 10:11 pm
Posts: 4128
Location: Springfield, MO
All payments have to be applied to the charge that they are supposed to go to and marked complete. If it is a patient payment, there is the apply to oldest button which helps. Setting up remittance auto posting will automate the posting of electronic remittances from your clearinghouse. Medisoft v21 has a write-off utility which will let you automatically write everything off prior to a specified date.


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