SOS User Group Google Group

RE: [SOS User Group] Moving patients from one dataset to another

2008-10-10T22:09:04Z

Sorry, but there really is not an easy way to do this; there are many links
between a patient account and other values that are specific to a certain
data set. Note also that you cannot delete an established patient account.
Once you have one or more transactions in the ledger, deletion is not
permitted.

RE: [SOS User Group] Moving patients from one dataset to another

2008-10-10T20:22:29Z

We reenter all the patient data, although it would be fabulous if there was
a way to just copy the info over.

Beth Fuller
Practice Manager
Scott Hoopes & Associates
sphm...@gmail.com
208-898-8999 x311

childandfam...@comcast.net
Sent: Friday, October 10, 2008 12:45 PM
To: sosoft@googlegroups.com

Moving patients from one dataset to another

2008-10-10T18:45:12Z

Is there an easy way to move patients from one dataset to another dataset? Or does it require re-entering all of the patient info in the new dataset and deleting the records in the old dataset?
Doran Cushing
The Child & Family Institute
Sarasota, FL

Re: [SOS User Group] Authorization Tracking

2008-10-10T16:14:32Z

Hmm. I'm having the same problem. Help, please.

...lois
lois r. steinberg, ph.d.
25 orchard st., suite 204
denville, nj 07834
phone: 973.625.8522
fax: 973.994.4872
email: docl...@verizon.net
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Authorization Tracking

2008-10-10T12:20:32Z

We are having a problem with our authorizations not counting down
after a client has been seen. The charges are being put in and the
correct Auth number is being attached but there are not counting down.
We have tried to run an auth report and everyone shows no visits being
used which is not right.

Re: [SOS User Group] Re: billing statement balances & unapplied credits

2008-10-09T22:09:06Z

Seth,
Any way to generate a report that gives unapplied credits for patients (not their insurances) who have an outstanding patient charge. That way, the report does not have all the extraneous info and simply matches up patient credits to an outstanding charge. And, hopefully, the report still contains the date of the patient prepay so this is easy to find and apply once one is in the patient ledger.

Re: Changing insurance carriers: "parent" names

2008-10-09T19:34:54Z

one additional thought. You could use the first line of the alternative insurance for a slight name variation and the second line of the address for the actual address. This could occur in cases where it has the insurance main name but this is followed by the "subname"
e.g., Magellan Behavioral health

RE: [SOS User Group] Re: Changing insurance carriers

2008-10-09T18:38:31Z

Alternate addresses are just that - alternate addresses. If you have to
use a different company name, you won't be able to use this feature.

We are determined to offer a way to apply a single check across multiple
related payors, but the required modifications are numerous, so we
probably won't do it in the current generation of our software. We are

RE: [SOS User Group] Re: Changing insurance carriers

2008-10-09T15:29:10Z

This has not been my experience. I don't use electronic claims but found out
that with an insurance company using different p.o. boxes and/or different
addresses it is difficult to post a check to all accounts. I do it
manually. Ideally, I think there should be another tier of information that
relates to an parent insurance company with a way to list all the different

Re: [SOS User Group] Re: Changing insurance carriers

2008-10-09T15:07:48Z

Two questions to clarify:

Do I need to list other payors such as Aetna?

Each of the payor companies I deal with have multiple addresses. How is that handled? For example, BcBs is paid by BcBs of Texas but the claims go to different addresses. different company names.

----- Original Message ----

Re: [SOS User Group] Re: Changing insurance carriers

2008-10-09T14:55:48Z

In a message dated 10/9/2008 10:52:10 AM Eastern Daylight Time,
If the Blue Cross plan is paying with one check, then I bet electronic
claims go to the same entity. Therefore you could use one insurance plan (with
alternate addresses if you want to track the various plans). Then the payment

patient scheduler

2008-10-09T14:22:34Z

I have imported all of the patients seen (appointment kept) to the day
sheet, then to the patients ledger. I have an issue with one patient that
was seen on October 1st. they are on the providers schedule, as AK, but for
some reason they do not show up on the patients ledger. The same appointment
was repeated the next day, and does show up on the ledger. Please let me

Re: [SOS User Group] Re: Changing insurance carriers

2008-10-09T13:08:30Z

If the Blue Cross plan is paying with one check, then I bet electronic claims go to the same entity. Therefore you could use one insurance plan (with alternate addresses if you want to track the various plans). Then the payment check will post to all accounts easily.
----- Original Message -----

Re: [SOS User Group] Re: Changing insurance carriers

2008-10-08T17:21:13Z

In a message dated 10/8/2008 1:13:03 P.M. Eastern Daylight Time,
The ideal would require another layer that would link entries in the Ins
Carrier/Plan list to a "parent" payor that actually issues payments. That would
theoretically allow a check that pays for charges filed under any of the

RE: [SOS User Group] billing statement balances & unapplied credits

2008-10-08T16:26:34Z

Make sure that you include current aging on the statement and apply all
possible unapplied credits prior to generating the statements. Unapplied
credits appear in the aging grid. This information is highlighted in red
on the setup window for this statement format. Ignore the warning and
your penalty is angry phone calls from your clients.