Specialty Ideas

131 Vote

Re-Design the Receipt

Our patient's get so confused by the reciept. Where Total would normally be, is where the Estimated Insurance Benefits remaining is. It would look better if the total balance on the account is at the bottom. The Estimated Insurance Max remaining should be towards the top. The charges, payments, and adjustments are fine in the middle.
  • Guest
  • Feb 4 2019
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  • Guest commented
    30 Sep 16:22

    The way the receipts print is SUPER confusing because it insists on trying to calculate the estimated insurance portion, even if you turn off the estimator. We would like to just see the transactions and the account balance without any insurance estimates. That could be an option for those who like that, but let us set up our own custom default settings that do NOT print estimates.

  • Janette Whittington commented
    22 Aug 17:09

    I was just reading through some of the open requests - there are two different receipts in the software. The default one IS horrible. If you go to preferences and turn on "Family Line Item posting" and "allow manual entry of family payments" - that gives you the new receipt. It's a cleaner one for sure. It is under OPERATION / PAYMENTS in my preferences.

  • Lisset Roman commented
    August 02, 2024 20:47

    YES!!! Being able to print a receipt that just shows what they paid the day they were seen would help tremendously! Or as mentioned above...can we take off the amount that is on the upper right corner that states account balance. It makes patients believe that they owe this. Or they assume that entire amount will be picked up by insurance and that is not always the case. This is a constant issue with the majority of patients. Please find a way to fix this issue and we will all be greatful! Thank you!

  • Guest commented
    February 12, 2021 15:43

    I would prefer statements to look more like an EOB with the patient balance listed out by date of service. Patients have a hard time understanding the statements.

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