Patient Statement

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jsugal

Patient Statement

Post by jsugal » Mon Jan 30, 2017 2:13 pm

Hello, we recently printed out a statement for a patient that needed the information for their taxes. We brought up the patient's chart for 2016, clicked PRINT RECEIPT at the bottom of the screen, selected ALL transactions, START. We had to then type in the date 1/1/2016 12/31/2016. It printed the statement (with CPTs & Dx codes) but we noticed under PROVIDER INFORMATION (bottom left) it has the physician's' old TIN. He formed an LLC that began in 2016. I'm not sure why the statement contains the old TIN. Under Practice information, everything looks correct. Any ideas how we can correct this?

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Gavin Walker
Posts: 4204
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
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Re: Patient Statement

Post by Gavin Walker » Mon Jan 30, 2017 3:09 pm

Make sure the tax id in your provider ids grid is correct.
Gavin Walker
Walker Tek Solutions, LLC
866-890-6777
417-890-6777

jsugal

Re: Patient Statement

Post by jsugal » Mon Jan 30, 2017 3:55 pm

Where can I find the tax id grid?

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Gavin Walker
Posts: 4204
Joined: Wed Apr 04, 2007 10:11 pm
Location: Springfield, MO
Contact:

Re: Patient Statement

Post by Gavin Walker » Mon Jan 30, 2017 6:01 pm

Its on the Provider IDs tab of the provider record.

jsugal

Re: Patient Statement

Post by jsugal » Mon Feb 13, 2017 4:16 pm

Gavin Walker wrote:Its on the Provider IDs tab of the provider record.
Thank you!!

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