LEDGER ENTRY NOTES

[lhehirdmdpc]

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

[jdowner]

Tagging @juriz, he'd be the best to take a look at this request

[juriz]

Dr. 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?

Thank you!

[sonyap]

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.

[lhehirdmdpc]

Thank you. We have never used this feature.

[tmslaug2]

We use the comments section as well, but find it very time consuming to enter the info, then have to backtrack in order to change the date of service to match the claim since the date cannot be changed until the information is entered.

[sonyap]

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.

[wendysmithey]

We use the yellow stickies on the ledger.  You can decide when they show up. I write out if there is a complicated explanation or some unexpected result.  

[JaneeFDA]

There is actually a "Notes" section in each transaction entry, once it's been posted to the ledger. You'll just need to double click the entry to access this information.

[sonyap]

Is this on version 9?  We don't have any such function in version 8.1.0.