Patient Acct Receivable report?
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- Posts: 43
- Joined: Mon Aug 24, 2015 5:02 pm
Patient Acct Receivable report?
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
Re: Patient Acct Receivable report?
Walker Tek Solutions, LLC
417-890-6777 x0
fax: 417-763-6386
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- Posts: 43
- Joined: Mon Aug 24, 2015 5:02 pm
Re: Patient Acct Receivable report?
I need a report to show patients who I've billed, how much they owe, the aging of that balance and if possible the statement dates (I can live without this one if I have the rest), being able to filter it by date of service.
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact:
Re: Patient Acct Receivable report?
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- Posts: 43
- Joined: Mon Aug 24, 2015 5:02 pm
Re: Patient Acct Receivable report?
"When you enter a date in this field, the program compares it against the patients' last payment dates. Any patients who last made payments before this date will be included in the list of write-off patients."
So, no matter what date I use, I won't get the results I want. I put 7-31-2022 to test it (I started billing patients 8-1), there should be no patients who made payments prior to 7-31-2022 however it pulled up every account/balance including current ones and ones that never made a payment??
If I were to put the current date, it wouldn't pull up the data I need even if it worked the way it should. I need it to have a filter for writing off every balance for a visit on/before 7-31-2022. The write off doesn't seem to do that.
I've found a work around for now, I've uploaded a batch of statements to Billflash that were billed out 31+ days, so only accounts that include a past due balance have a statement, then I used the summary report to sort for my needs. Since I don't want that batch mailed, I delete and archive it.
Question:
The Report Designer, it's limited in what can be created, and it's not the easiest/greatest program. Is there something else that tacks onto Medisoft to create reports? I'm using Advanced V26 (V27 when I receive the link). Also, is there a program that can automatically run certain reports?
TIA.
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- Posts: 43
- Joined: Mon Aug 24, 2015 5:02 pm
Re: Patient Acct Receivable report?
Still would love info about creating reports. Is there a thread? I couldn't find one on search.
- Gavin Walker
- Posts: 4626
- Joined: Wed Apr 04, 2007 10:11 pm
- Location: Springfield, MO
- Contact: