Total Account Ledger/Statement
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MICHAEL CHAN
It would be very beneficial to have one spot where you can see all of the charges and payments made to a patient account. So if an insurance claim is made and a subsequent payment received, and on a later date the patient made a cash payment for a co-pay, co-insurance, deductible, etc., there would be one place where you could see all of the charges and payments to the account. As is right now, the only way to do this is to create an invoice and log a payment on the invoice, but the problem with this is that by doing it this way, it renders the income reports inaccurate because payments are shown as entered twice. So it would be great to have one spot where you can see all the charges and payments, no matter where the payments come from, are made. Thanks!
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Tina Koro (IntakeQ)
Merged in a post:
All Income By Client
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Krysta Dancy
I would like to be able to run a report that will show me all income by client (including private pay, copays and insurance payments for client's services). I want to be able to determine what our average earning is per client and there is no way to create a report which shows all income per client.
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Megan
This is awesome...does the Statement not give you this information though? It does for me!
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MICHAEL CHAN
This is something that is done on every other practice management and billing software that I have used over the past 25 years.