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Patient Statement

Posted: Mon Jan 30, 2017 2:13 pm
by jsugal
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?

Re: Patient Statement

Posted: Mon Jan 30, 2017 3:09 pm
by Gavin Walker
Make sure the tax id in your provider ids grid is correct.

Re: Patient Statement

Posted: Mon Jan 30, 2017 3:55 pm
by jsugal
Where can I find the tax id grid?

Re: Patient Statement

Posted: Mon Jan 30, 2017 6:01 pm
by Gavin Walker
Its on the Provider IDs tab of the provider record.

Re: Patient Statement

Posted: Mon Feb 13, 2017 4:16 pm
by jsugal
Gavin Walker wrote:Its on the Provider IDs tab of the provider record.
Thank you!!

Re: Patient Statement

Posted: Tue Oct 27, 2020 8:26 am
by krpinct
Trying to print a statement for a patient but payments are not showing up using all transactions for walk out quick receipt. Need something for HSA to reimburse. Wondering if I set up the payment field properly...

Re: Patient Statement

Posted: Fri Oct 30, 2020 8:35 am
by Gavin Walker
If payments are entered through deposit entry, then the payment needs to be applied before it will show up on the walkout receipt.

Re: Patient Statement

Posted: Sat Oct 31, 2020 7:58 am
by krpinct
Not entering payments through the deposit entry (frankly I strongly dislike this method). I record insurance payments like I would a copay from the patient but classify it as an insurance payment. I should think it would still show up in the patient statement.
Thanks for your time

Re: Patient Statement

Posted: Tue Dec 15, 2020 9:57 am
by Gavin Walker
Walkout Receipts and Patient Statements are 2 different types of reports in Medisoft. Based on what you are saying, you want a Patient Statement and not a Walkout Receipt. Go to Reports > Patient Statements and select one of the Standard patient statements (not a Remainder statement). You might try the Patient Statement (30,60,90) Color and see how that works for you. Enter a date range going back however far you want to see details for (say from the beginning of the year.