AC patient accounting

[Guest guest]

A quick primer on how to do the billing in Amazing Charts.

Go to the view tab on the main interface, and select administrator options. You have a choice of whether to do the regular administrative stuff or the financials. Select the financials and a warning will come up indicating that the practice management function is not very robust. Ignore that and keep going.

You will then come to a window where you can select any time period, which will tell you what's been billed, what's been collected, what co-pays have been collected for patients seen within that time period. There will also be a list of all the patients who have been seen within that time period; a click on any one of their names will bring up their superbill.

From this interface, you can print out the list, and it will tell you all the aggregate and individual billing information for the time period selected with respect to what's been billed, what's been collected, and what's owed.

The only thing it won't give you is the total Accounts Receivable for any patient, and for all the patients, and any aging. Aging is just how long a bill has been outstanding.

What I typically do is export a billing file to office ally and upload it there. When we receive checks in the mail, my assistant will review the EOBs, and enter the appropriate information, enter the contracted amount and the contracted discount, any billing notes and the date that EOB was received. She'll also enter any co-pay received from the patient. With that information saved, she then prints a patient bill, which is set up so that it will fit right into a double window envelope. That goes into a self sealing envelope, a self-adhesive stamp is applied, and voilà!

If the patient owes any money and doesn't pay, when you run this list, you can see that, so you can then indicate that on the yellow pop-up window in the patient demographics. When they call to schedule and their name is highlighted, that little yellow window shows up in the lower left portion of the main interface, they can be told how much they owe and that they must bring their account current prior to being seen again. This is in addition to running this list monthly and sending out repeat bills which of course you documented in the billing notes on the super bill, so you know if it's time to send them to collection.

If you have patients who have secondary insurance, there are enough spaces to be able to indicate that on the superbill. Just be sure to save the superbill after you make any notes or any changes whatsoever.

Another caveat is to make sure on the demographics page that you enter the amount of the copay, if any. Do not leave it blank. If it is zero, enter $0.00.

As long as the superbills are sent out, either through electronic billing file, by paper, whatever method you use, and you receive the EOBs, and enter the appropriate indicated information and save the updated superbill, and you pull the Accounts Receivable monthly report, on a month by month basis, you won't have any problem keeping up. Be sure to indicate on the yellow pop-up window in the demographics if the patient owes money, and don't schedule them until the account is brought current.

Hope that's helpful.

LL

No financial attachment to Amazing Charts.

Subject: Re: AC patient accountingTo: Date: Thursday, May 1, 2008, 2:21 PM

Larry:Why not share with the rest of the class? ;-)

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