PRACTICE TOTALS ON DAY SHEET REPORT

[axolotl]

Medisoft v17 SP2

The total charges, payments and adjustments on the Patient Day Sheet Report (with Practice Totals) do not add up to the AR total on the report. The total charges and payments are correct but the total adjustments are severely understated. Seems as though some types of adjustments are being excluded from the practice totals but which adjustments and why? Is this a bug?

Thank you.

[Gavin Walker]

Take back insurance adjustments are included in the payments. Is that what you are seeing?

[axolotl]

There are no insurance take back type codes anywhere in the system. There are procedure charge, insurance payment, cash co-payment, cash, check payment, credit card payment, deductible, adjustment, insurance adjustment, insurance withhold adjustment and comment codes.

I can get the correct practice total adjustment amount from the user information report. What do you think it is?

[Gavin Walker]

Try running Medisoft\Bin\MediUtils.exe -> Repair Payment References.

This will create a log called Medisoft\Bin\FixPax.log.

Scan the log file for any missing procedure/payment/adjustment codes and re-add them back into Medisoft.

Repeat the process until there are no more missing codes.

After that, see if your reports match up.

As always, run a backup first.

[axolotl]

This was a v11 sp4 to v17 SP2.1 conversion. Will you confirm that this was not an issue with the v11 to v17 conversion before I step through the MediUtils processes?

[Gavin Walker]

Are you sure the report is incorrect? Part of the conversion process is to pack the tables and rebuild indexes which might have corrected the totals.

[axolotl]

Yes, the patient day sheet report, practice totals, adjustment total is incorrect. I did run through the file maintenance but it made no difference. I am thinking that it could be previously deleted adjustment codes. If the FixPax log will show me the deleted codes, I can put them back in and be on our way.

I will keep you posted.

[Gavin Walker]

That is exactly what will end up in FixPax.log when you run Repair Payment References in MediUtils.

[axolotl]

The FixPax log is very long. I have noticed that some of the transaction types were changed particularly the adjustments for both patient and insurance. Do you have a list of the transaction types for v17? It would be most helpful while reviewing the items on the log.

Thank you.

[Gavin Walker]

The easiest way to go about this is to open the Procedure/Payment/Adjustment List and add the Type Description and Type to the grid. Then you can see all of the codes you have setup with their Types and Type Descriptions.