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
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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
417-890-6777 x0
fax: 417-763-6386

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
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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!!

krpinct
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Re: Patient Statement

Post by krpinct » Tue Oct 27, 2020 8:26 am

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...

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Gavin Walker
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Re: Patient Statement

Post by Gavin Walker » Fri Oct 30, 2020 8:35 am

If payments are entered through deposit entry, then the payment needs to be applied before it will show up on the walkout receipt.

krpinct
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Re: Patient Statement

Post by krpinct » Sat Oct 31, 2020 7:58 am

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

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Gavin Walker
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Re: Patient Statement

Post by Gavin Walker » Tue Dec 15, 2020 9:57 am

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.

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