Can you please add a feature for adding notes to ledger entries. I would like to be able to see notes per entry why insurance didn't pay for a particular service or anything else relevant to the claim. It would be very helpful at checkout when discussing a balance with the patient or if the patient calls about a particular claim to have this information attached to the actual ledger entry. Please consider this. Thank you.
Dr. Leslie Hehir
Thank you for the suggestion. I'm curious, how does your office handle this now? For instance if insurance did not pay what was expected and the patient questions their balance, how do your staff find the information?
We have all these "reasons" set up under the comments section of the transaction code list. Create what you need, and then post it immediately below the insurance payment on the ledger. Choose the patient name and provider initials that correspond to the rejected procedure.
I'm not sure I follow you. We enter the patient along with the comment directly under the payment. Then you know which patient and which date of service that comment goes to. If there are multiple comments needed (for example, the exam was rejected due to frequency limitations, but the fluoride was rejected to to age limits), then selecting the corresponding producer's initials gives you guidance on which comment goes to which procedure. If you need me to post a screenshot for clarification, let me know.