Cannot generate remainder statements for certain patients

[swiftnet]

I'm trying to batch remainder statements for submission; however, some patients will not generate one. I've checked to make sure the ranges (amounts, dates, etc) are all valid. I've checked each patient to make sure they are setup correctly. I cannot figure out what I'm missing.

If I try to print/send or rebill, I get the error "There are no statements to be printed using the filters specified."

Thanks!

[Gavin Walker]

All insurance for all charges on the claim must have paid and have their payment applied to the charges and marked complete. One charge not paid and marked complete can hold the whole claim up. Even if there was a $0.00 payment from an insurance, it must be applied to every charge on that claim and marked complete to release the remaining balance to the patient. You can run the Billing/Payment Status report to help figure this out.

[swiftnet]

Thank you. I'm having our coder looking into that. How can she get a report of who has a statement and who doesn't?

[Gavin Walker]

If you use Statement Manager,you can add the column to the grid that shows the number of times a statement has been sent. If you use the BillFlash service, you can look online and see previous statements that you sent.

[swiftnet]

Thanks again. I actually am doing that. The issue I'm running into here is that the batch file that was created for Gateway seems to have more statements in it that what is showing in our grid. I can't find any filters set.

Thanks so much for helping!

[Gavin Walker]

Hmm, are you possibly looking at the number of pages at GatewayEDI? Some statements may be more than 1 page. Or maybe a statement batch got uploaded more than once or you are doing a billing cycle of more than once per month.

[swiftnet]

Actually, I was expecting the batch file to only have the latest batch number in it, as opposed to the entire grid. But it brings up a question from the provider: Is there a way to get a count of how many statements were sent in each batch?

[Gavin Walker]

Using Medisoft, that will be difficult if you are re-billing your statements using cycle billing. If a statement record is not paid it will get picked up again on a future batch and there is no history kept regarding which batches it was previously sent on.

[drk]

Gavin's advice has worked many times for me before this. Today, I started getting the error "0/0/0000 is not a valid date" and fails. Any ideas?

[Gavin Walker]

The bug 0/0/0000 is not a valid date was fixed on Medisoft v19 sp1 hot fix. You should have Build 19.1.3.38 when the hot fix is installed.

[drk]

I am running the most current version v20, all patcheS applied to both Medisoft and Revenue Manager.

[Gavin Walker]

Then possibly you created customized version of the remainder statement when you had v19 installed without the hot fix. Which report template are you using?

[drk]

That is very likely, we added headers etc., to the basic remainder statement. Do I have to recreate the template in v20 or is there an easier way?

[Gavin Walker]

Edit the report template and then right click on the field for Date of Last Payment data field DBText13. The expression reads If Case/Guarantor.Date of Last Payment is not equal to 0/0/0000, just remove the 0/0/0000 and leave it blank. Save the report.