Walkout statements should print entire history

[cromfs]

Patients with HSA need walkout statements.  These don't work properly since they only print a snapshot of a certain date.  If someone prepays this doesn't work.  Ledgers don't have our office information on them, and statements don't show by ADA code.  Therefore walkout statements need the option to show whole history instead of just one service date.

[staceyw]

We work around it by printing a statement with the current year and a walk out statement with the codes and tell the patients to submit both.  For us its rare that someone doesn't pay on the same day so this works well for us.

[laynee]

I have always printed a transaction list for patients requesting this. I can use a date range for the year.

[doctom4300]

As a patient, I've always used my insurance EOBs for HSA and FSA purposes. not the information from the provider (medical or dental).

[matt_ackerman]

hnnobel‌ - any insight here?  Is there a way for her to get everything she wants?  I was playing with practice settings and statements, but i can't get them to print the CDT codes with the service description.  There might be a custom format for statements that includes this data, but i don't remember (it's been a long while).

[hnnobel]

In the past, I've recommended printing out the Walkout statement to "include insurance info", which has the CDT codes but only includes one date. The patient statement, where you can choose a date range will give the CDT description but not the code. I agree it would be an awesome feature to have the CDT codes included on the patient statement along with the descriptions.

Future release?

Good ideas happen when you ask questions

[annag]

Adding procedure codes to statement would be a great help for this situation! Also statement start/end date would also be helpful, since many patients call and want an itemized statement for tax purposes and don't want newer services listed.

[matt_ackerman]

What exactly does a patient with HSA (Health Savings Account?) need to have on that report?  Is there a website that you know of that has these specifications? 

The best I found was on the IRS Website, and had some very general instructions:

Recordkeeping. You must keep records sufficient to show that:

• The distributions were exclusively to pay or reimburse qualified medical expenses,

• The qualified medical expenses hadn’t been previously paid or reimbursed from another source, and

• The medical expenses hadn’t been taken as an itemized deduction in any year.

Outside of that, they aren't very prescriptive on what needs to be on the records.  

[cromfs]

The issue is if they prepay, you can’t print a walkout that will show both the payment and the charges with ADA code on the same statement since they aren’t all posted on the same day. Same is true if they pay a balance with their HSA after insurance settles. They don’t like the ledgers because it doesn’t show our practice information on them. They don’t like the statements because they don’t show ADA code.

Tara Hart, MBA, CEBS, SPHR

Practice Liaison

Castle Rock Oral & Facial Surgery

[matt_ackerman]

OK, so if we included the CDT codes on a statement, then that would be sufficient?

[cromfs]

Yes that would be perfect.

Tara Hart, MBA, CEBS, SPHR

Practice Liaison

Castle Rock Oral & Facial Surgery