PATIENT LEDGER

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ALI
First Paid On ICD-10
Posts: 42
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

PATIENT LEDGER

Post by ALI » Mon Feb 27, 2017 4:56 pm

hi

I need to print out a quick ledger to prove timely filing to a carrier. On this particular account, it's only listing payments and entries and not the dates that billed the carrier or the patient. Is there something I need to check somewhere so that all the information regarding transactions are showing up on the ledger? Thank you! Ali

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Gavin Walker
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Re: PATIENT LEDGER

Post by Gavin Walker » Tue Feb 28, 2017 10:31 am

Hi Ali, do you use RelayHealth? If so, log into ConnectCenter and go to Reports -> Payer Report Search and see if you can find a Claim Acknowledgement report for that claim. They will be more likely to accept that report than anything you can print out of Medisoft.

Alternatively, you can try printing the Insurance Payment Tracer report out of Claims Management.
Gavin Walker
Walker Tek Solutions, LLC
866-890-6777
417-890-6777

ALI
First Paid On ICD-10
Posts: 42
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: PATIENT LEDGER

Post by ALI » Tue Feb 28, 2017 11:25 am

Thanks Gavin! I do use Relay and I'll go in and look for that report.

ALI
First Paid On ICD-10
Posts: 42
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: PATIENT LEDGER

Post by ALI » Tue Feb 28, 2017 11:29 am

ps can you tell me how to print the insurance payment tracer report? I'm claims management and can't seem to find it. Thanks.

ALI
First Paid On ICD-10
Posts: 42
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: PATIENT LEDGER

Post by ALI » Tue Feb 28, 2017 1:02 pm

pss...figured it out. I went under program options and then billing
added the option to include Claim billing notes/ created a procedure code that is a comment that reads Claim Sent

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Gavin Walker
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Location: Springfield, MO
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Re: PATIENT LEDGER

Post by Gavin Walker » Wed Mar 01, 2017 1:55 pm

The Claim Tracer should be in the same list where you pick which CMS-1500 or UB04 form to use to print out your claim.

ALI
First Paid On ICD-10
Posts: 42
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: PATIENT LEDGER

Post by ALI » Thu Mar 02, 2017 7:26 pm

Thanks!

ALI
First Paid On ICD-10
Posts: 42
Joined: Wed Mar 09, 2011 2:56 pm
Location: Lucerne, ca

Re: PATIENT LEDGER

Post by ALI » Thu Mar 02, 2017 7:27 pm

Thanks!

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