Statement Data

Technical problems with Medisoft.
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sheenak86
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Joined: Wed Mar 02, 2016 9:29 am

Statement Data

Post by sheenak86 » Wed Mar 02, 2016 9:48 am

I've been working on creating a new statement for our medical office following the remainder statement template. I've gotten everything I've wanted on this through trail and error, finally have it to what I'd like but for some reason in the transaction data field, I selected a data box to show the dates that I want on the clients bill (File: Transaction Field: Date From) and it doesn't work, it will list charges from 2014 for 0 balanced items or items that were completely written off. It doesn't show was is currently owed and I don't really know what to do from here. I've mimicked the remainder statement to a T when it comes to the transaction section. My data filters are the exact same as well. Is there something I may be missing? HELP haha

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Gavin Walker
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Re: Statement Data

Post by Gavin Walker » Thu Mar 03, 2016 7:43 pm

If you go to File -> Report Properties and look in the Statement Type frame, do you have Remainder or Standard selected? It sounds like you want Remainder selected, but the 2 report types work totally different.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

sheenak86
Posts: 3
Joined: Wed Mar 02, 2016 9:29 am

Re: Statement Data

Post by sheenak86 » Fri Mar 04, 2016 3:04 pm

It says remainder, that's why I am so confused.

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Gavin Walker
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Re: Statement Data

Post by Gavin Walker » Sat Mar 05, 2016 12:55 am

Remainder statements required that you have accurate balances in Medisoft, so try running File -> File Maintenance -> Recalculate All Balances.

sheenak86
Posts: 3
Joined: Wed Mar 02, 2016 9:29 am

Re: Statement Data

Post by sheenak86 » Tue Mar 08, 2016 10:05 am

Thank you for giving me some direction. I tried the recalculate balances and after tried to print the statement and same thing still showing me zero balanced items from beyond my date range. I select 12/01/2015- present and it will show me a couple dates and charges from 05/2014 that have been zero balanced. I check back and made sure those were marked as completed and they are. Shen it showed me 1/2015-12/2015. Is there site or manual that walks you through creating a statement to get the correct totals? I'm willing to start all over.

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Gavin Walker
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Re: Statement Data

Post by Gavin Walker » Wed Mar 09, 2016 1:27 am

If the item has never been billed, then it will still print. Try running just a batch of the older statements and export them to a file. This will cause Medisoft to mark them as printed. Now print your statements and mark the option Exclude Billed Paid Entries and the zero balance items that have been billed should be excluded.
Gavin Walker
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386

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