Specialty Ideas

open claims with patient balances

idea for 93995/Glenn

Need the ability to pull a report of claims that are pending, when the balance sits entirely on the patient side.

When procedures are posted in this office, all balances go to the patient side, with a claim being submitted as a courtesy. A portion is collected at time of service but not all.

When you run insurance claims report # 2 (outstaning balances), it gives you two options:

1. conventional - claims submitted with balance on insurance side. As insurance payments/denials are posted, the claims fall off this report, making it manageable. but it won't work for them since their balance sits on the patient side.

2. non conventional - claims submitted with balance on the patient side. As insurance payments/denials are posted, claims do NOT come off this report. Thus this report does not work for them.

Currently having to use the Aging report and go through every account.
  • Janette Whittington (Certified Trainer)
  • Feb 4 2019
  • Future consideration
  • Attach files
  • +3