Dual insurance estimating

[jwalers123]

Does anyone else have a problem with estimating when there is two insurance companies.  I am having treatment plans print out completely wrong.....I have reached out to PW support, but this is an on going problem.... for the last 5 years..... and so far, there is not a permanent fix.  

[cdasmile]

We have also had this problem for a very long time. We try to estimate them manually.

[ktatejacoby]

Yes, I addressed this issue a week or so ago on the board - it's frustrating to have to perform this task manually for our treatment consultants! From the sound of it, although it may take time for them to add this to the software it seems like it IS on the agenda for the upgrade in 2018.

[Anon]

It is on my priority list for 2018. If something changes I will let you know on the Exchange. As we get closer to working on a workflow you'll see questions posted on the Exchange (like this one on record locking) asking for input/advice on how we handle this. 

[ktatejacoby]

Good to know that there is something in the works for this! Thank you.

[jeanspears]

It can be tricky to get it set up correctly - you have to make sure you select the correct option for coordination of benefits in the "When coverage is secondary" in the insurance estimating box.  But once the correct option was selected - it has estimated correctly for us. 

[sonyap]

So, out of curiosity, how do you have it set up?

[jeanspears]

If you search under the "ASK?" button in PracticeWorks - search "secondary insurance" then select "estimating secondary insurance".  Under this section it will list the three secondary estimating options.  If you click on the blue word "example" under each section it will give you a more descriptive example that helps to determine which option you want to select.  We typically use the second option (Estimate as if coverage were primary, but only pay up to ESTIMATED BENEFIT minus what primary will pay) if the patient's secondary has the non-duplication of benefits.  We use the third option (Estimate as if coverage were primary, but only pay up to the FULL FEE SUBMITTED minus what primary will pay) if the insurance has standard or full coordination of benefits.  

[mbusinelle]

We in the past had a ton of problems with this.  As of now on the benefit table screen, we select the second button on the bottom right corner.  This seems to work for us when we are doing the tx sheets with secondary.  

[Anon]

jwalers123‌,

Thank you for reaching out to us. I've responded via private email. 

We are reviewing this issue for inclusion in a 2018 release. 

[lovelyrita]

Here we are, nearly three years later, and this is still not fixed. Very frustrating.

[robertangus]

@glen  

[lovelyrita]

We are coming up on three years later and this issue is still not fixed...

[sonyap]

I don't know anything about software development, so this may seem like a silly question, but why does it take so long for these issues to be fixed?  Why do we have to wait for a release next year - why can't it be uploaded to our programs through the "patches" utility?

[Anon]

It's not a silly question at all! I'm sure your peers ask the same thing. 

In this instance, we are committed to an October release date for 8.0.2 which contains the 2018 CDT codes and insurance payments as credit cards. (more details to come).  8.0.2 is the last scheduled PracticeWorks release for 2017. 

On a larger scale, we haven't done a good job prioritizing what needs to go into each release. There are a number of factors that indicate we're headed in the right direction (paragraph four in a post about the sale of the company here, our user centered design approach, and the interaction between people such as yourself and the development team, to name a few).

As for the future, the first PracticeWorks release of 2018 will have some significant changes, specifically the schedule filling up a widescreen monitor (no more spiral, no more green!). I'll post more details about this in October.

I think your question warrants more discussion. I'm tagging my boss kris.kinlen‌, the Director of Analysis and Design, to weigh in. 

[kris.kinlen]

Hello all,

We know how frustrating it can be to report an issue and get no response.  I am sorry you have experienced this issue for so long. This is precisely the kind of thing we are focused on improving as we continue to invest in the product and engage the community. 

Our strategy is to deliver value to you as quickly and as often as possible. 
This means working closely with our community of customers and users to plan what we should tackle next, work together to make sure we get it right and deploy it as quickly as possible so we can get on to the next thing on the list.

Going forward we are working to ship updates on a regular cadence, every three months for example.  To make sure we focus on the right things and implement them in the right way, we employ a user centered process of design and development where we work closely with you to prioritize and design the work that goes in to the update.

We will be looking to engage customers like yourselves here on The Exchange to collaborate with us and provide input on the improvements.  As the work is complete we will also post updates here so you can be aware of what is coming.  We thank you for your continued support and look forward to working together to continue to improve your experience with the product.

Best Regards,

Kris

[jwalers123]

Thank you Jeremy