Identify Missed Visits
- Gavin Walker
- Posts: 4625
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
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Identify Missed Visits
Medisoft's reporting features allow you to quickly identify which patients visited the office that don't have charges posted to their case for that visit.
One way to do this is to setup Transaction Entry to use Serialized Superbills.
If you want to use superbill numbers in the Transaction Entry window, go to the Program Options window, Data Entry tab, and click both Force Document Number and Use Serialized Superbills. You may have to close Transaction Entry and reopen the window before the Superbill label shows.
If you have created superbills for your providers and printed them for your patients, enter the patient’s superbill number in the Document field. When you enter transactions, the program tracks the status of the superbill and changes its status to Billed. In addition, if you check the Use Serialized Superbills field in the Data Entry tab of Program Options, the Document field is renamed Superbill.
Once you have entered and saved charges for a superbill, it is marked as billed. To see which superbills have been billed and which have not, go to the Reports menu and select Custom Report List. In the Custom Report List, choose the Superbill Tracking Report. Then you can see which superbills have only been printed and which have actually had charges entered for them.
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