Hi :-)

The vast majority of our clients routinely change insurance carriers
throughout their time with us.

I understand that we can hide the client's past insurance plans from
showing when we go to their Patient Policies screen.

I also understand that once we put in a date in the Coverage Ends box
that charges cannot be applied to that specific plan (after the coverage
end date.)

However, putting in a date in the Coverage End box and also hiding the
plan does not effect what appears in the drop down Payor choice via the
Daysheet Credit screen.  So when a plan is completely paid and there are
no outstanding charges regarding the terminated plan, the plan still
appears as a Payor choice when applying a payment.

I double-checked with Manon and there currently is no way to hide a
terminated - completely paid - plan where it will not appear as a Payor
choice when applying a payment.

This may seem trivial, however our clients change plans so often that
more and more often their current plan does not automatically appear in
the Payor window.  Instead we have to manually scroll down to find the
current plan (Payor.)

So I was wondering if anyone else would like the ability to hide
terminated - completely paid - plans where they would not appear as a
Payor choice (via the Daysheet Credit screen.)

Any interest?

Thanks :-)

Deanna K. Dicki
Achievement Centers for Children
Billing & Accounts Receivable Manager
4255 Northfield Rd.
Highland Hills, OH  44128
T: 216/292-9700, x245
F: 216/378-4613

CONFIDENTIALITY NOTICE:  This email message and any attachments
are confidential and privileged information.  This information
is for the sole use of the intended recipient(s).  The
recipient is responsible to maintain the confidentiality of
this information and further disclosure is prohibited without
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communication in error, please notify us immediately by reply
email and destroy all copies of the original message.  Thank
you.  Achievement Centers for Children, Highland Hills, OH,

That would be very helpful, especially when determining the active
secondary payor.

Chaz Rudich, F.D., ASB

Operations Manager

Persad Center, Inc.

5150 Penn Avenue

Pittsburgh, PA 15224

412.441.9786 x201

crud...@persadcenter.org

www.persadcenter.org <http://www.persadcenter.org/>  

________________________________

From: sosoft@googlegroups.com [mailto:sosoft@googlegroups.com] On Behalf
Of Deanna Dicki
Sent: Tuesday, July 15, 2008 10:13 AM
To: sosoft@googlegroups.com
Subject: [SOS User Group] New Feature Request

Hi :-)

The vast majority of our clients routinely change insurance carriers
throughout their time with us.

I understand that we can hide the client's past insurance plans from
showing when we go to their Patient Policies screen.

I also understand that once we put in a date in the Coverage Ends box
that charges cannot be applied to that specific plan (after the coverage
end date.)

However, putting in a date in the Coverage End box and also hiding the
plan does not effect what appears in the drop down Payor choice via the
Daysheet Credit screen.  So when a plan is completely paid and there are
no outstanding charges regarding the terminated plan, the plan still
appears as a Payor choice when applying a payment.

I double-checked with Manon and there currently is no way to hide a
terminated - completely paid - plan where it will not appear as a Payor
choice when applying a payment.

This may seem trivial, however our clients change plans so often that
more and more often their current plan does not automatically appear in
the Payor window.  Instead we have to manually scroll down to find the
current plan (Payor.)

So I was wondering if anyone else would like the ability to hide
terminated - completely paid - plans where they would not appear as a
Payor choice (via the Daysheet Credit screen.)

Any interest?

Thanks :-)

Deanna K. Dicki

Achievement Centers for Children

Billing & Accounts Receivable Manager

4255 Northfield Rd.

Highland Hills, OH  44128

T: 216/292-9700, x245

F: 216/378-4613

CONFIDENTIALITY NOTICE:  This email message and any attachments
are confidential and privileged information.  This information
is for the sole use of the intended recipient(s).  The
recipient is responsible to maintain the confidentiality of
this information and further disclosure is prohibited without
proper authorization.  If you are not the intended recipient
(or authorized to receive information for the intended
recipient), you are hereby notified that any review, use,
disclosure, distribution, copying, printing, or action taken in
reliance on the contents of this e-mail is strictly
prohibited.  The integrity and security of this message and any
attachments cannot be guaranteed on the Internet.  The sender
therefore does not accept liability for any damage caused by
any virus transmitted by this email.  If you have received this
communication in error, please notify us immediately by reply
email and destroy all copies of the original message.  Thank
you.  Achievement Centers for Children, Highland Hills, OH,

That would be a wonderful feature.  It would make things easier.

Thanks,

Lisa Hellvig
Great Plains Psychological Services

Original Message-----
From: Deanna Dicki <deanna.di...@achievementctrs.org>
To: sosoft@googlegroups.com
Sent: Tue, 15 Jul 2008 9:13 am
Subject: [SOS User Group] New Feature Request

Hi J

The vast majority of our clients routinely change insurance carriers throughout their time with us.

I understand that we can hide the client’s past insurance plans from showing when we go to their Patient Policies screen.

I also understand that once we put in a date in the Coverage Ends box that charges cannot be applied to that specific plan (after the coverage end date.)

However, putting in a date in the Coverage End box and also hiding the plan does not effect what appears in the drop down Payor choice via the Daysheet Credit screen.  So when a plan is completely paid and there are no outstanding charges regarding the terminated plan, the plan still appears as a Payor choice when applying a payment.

I double-checked with Manon and there currently is no way to hide a terminated – completely paid – plan where it will not appear as a Payor choice when applying a payment.

This may seem trivial, however our clients change plans so often that more and more often their current plan does not automatically appear in the Payor window.  Instead we have to manually scroll down to find the current plan (Payor.)

So I was wondering if anyone else woul
d like the ability to hide terminated – completely paid – plans where they would not appear as a Payor choice (via the Daysheet Credit screen.)

Any interest?

Thanks :-)

 

Deanna K. Dicki

Achievement Centers for Children

Billing & Accounts Receivable Manager

4255 Northfield Rd.

Highland Hills, OH  44128

T: 216/292-9700, x245

F: 216/378-4613

 

CONFIDENTIALITY NOTICE:  This email message and any attachments
re confidential and privileged information.  This information
s for the sole use of the intended recipient(s).  The
ecipient is responsible to maintain the confidentiality of
his information and further disclosure is prohibited without
roper authorization.  If you are not the intended recipient
or authorized to receive information for the intended
ecipient), you are hereby notified that any review, use,
isclosure, distribution, copying, printing, or action taken in
eliance on the contents of this e-mail is strictly
rohibited.  The integrity and security of this message and any
ttachments cannot be guaranteed on the Internet.  The sender
herefore does not accept liability for any damage caused by
ny virus transmitted by this email.  If you have received this
ommunication in error, please notify us immediately by reply
mail and destroy all copies of the original message.  Thank
ou.  Achievement Centers for Children, Highland Hills, OH,

I have been looking for something like this for a long time.

Marion Deal
Office Manager
David C. Deal Ph.D & AAssociates

I agree.  It would make life easier.

Carol

I agree,

Patti
Med-CHARGE Services

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Well, it certainly looks like there is sufficient interest, however,
it cannot be implemented quite as Deanna described it. You can post a
payment to a payor that has no current balances by using the More
Splits feature. As a result, we would be shooting ourselves in the
foot with that criterion. That could even include a policy that
terminated prior to today. We'll think about it though. Perhaps it
would be enough to flag the terminated policies somehow and move them
to the bottom of the drop list? They would be out of the way for
normal posting, but still available if you needed to use them. How
about that?

- Seth (SOS)

On Jul 15, 12:48 pm, "Carol Desrocher" <Desroc...@Lamorapsych.com>
wrote:

Yes, we would love that. It would prevent many mistakes!

Beth Fuller

Practice Manager

Scott Hoopes & Associates

sphm...@gmail.com

208-898-8999 x311

From: sosoft@googlegroups.com [mailto:sosoft@googlegroups.com] On Behalf Of
Deanna Dicki
Sent: Tuesday, July 15, 2008 8:13 AM
To: sosoft@googlegroups.com
Subject: [SOS User Group] New Feature Request

Hi J

The vast majority of our clients routinely change insurance carriers
throughout their time with us.

I understand that we can hide the client's past insurance plans from showing
when we go to their Patient Policies screen.

I also understand that once we put in a date in the Coverage Ends box that
charges cannot be applied to that specific plan (after the coverage end
date.)

However, putting in a date in the Coverage End box and also hiding the plan
does not effect what appears in the drop down Payor choice via the Daysheet
Credit screen.  So when a plan is completely paid and there are no
outstanding charges regarding the terminated plan, the plan still appears as
a Payor choice when applying a payment.

I double-checked with Manon and there currently is no way to hide a
terminated - completely paid - plan where it will not appear as a Payor
choice when applying a payment.

This may seem trivial, however our clients change plans so often that more
and more often their current plan does not automatically appear in the Payor
window.  Instead we have to manually scroll down to find the current plan
(Payor.)

So I was wondering if anyone else would like the ability to hide terminated
- completely paid - plans where they would not appear as a Payor choice (via
the Daysheet Credit screen.)

Any interest?

Thanks :-)

Deanna K. Dicki

Achievement Centers for Children

Billing & Accounts Receivable Manager

4255 Northfield Rd.

Highland Hills, OH  44128

T: 216/292-9700, x245

F: 216/378-4613

CONFIDENTIALITY NOTICE:  This email message and any attachments
are confidential and privileged information.  This information
is for the sole use of the intended recipient(s).  The
recipient is responsible to maintain the confidentiality of
this information and further disclosure is prohibited without
proper authorization.  If you are not the intended recipient
(or authorized to receive information for the intended
recipient), you are hereby notified that any review, use,
disclosure, distribution, copying, printing, or action taken in
reliance on the contents of this e-mail is strictly
prohibited.  The integrity and security of this message and any
attachments cannot be guaranteed on the Internet.  The sender
therefore does not accept liability for any damage caused by
any virus transmitted by this email.  If you have received this
communication in error, please notify us immediately by reply
email and destroy all copies of the original message.  Thank
you.  Achievement Centers for Children, Highland Hills, OH,

Yes, it would be great!

In a message dated 7/15/2008 1:00:42 P.M. Eastern Daylight Time,  

I  agree.  It would make life  easier.

Carol
-----Original  Message-----
From:  sosoft@googlegroups.com [mailto:sosoft@googlegroups.com] On Behalf Of
gpp...@aol.com
Sent: Tuesday, July 15,  2008 12:33  PM
To: sosoft@googlegroups.com
Subject: [SOS User Group] Re: New Feature  Request
That would be a  wonderful feature.  It would make things  easier.

Thanks,

Lisa Hellvig
Great Plains Psychological  Services

Original Message-----
From: Deanna Dicki  <deanna.di...@achievementctrs.org>
To:  sosoft@googlegroups.com
Sent: Tue, 15 Jul 2008 9:13  am
Subject: [SOS User Group] New Feature Request

Hi  J

The  vast majority of our clients routinely change insurance carriers
throughout  their time with us.

I  understand that we can hide the client’s  past insurance plans  from
showing when  we go to their Patient Policies  screen.

I  also understand that once we put in a date in the Coverage Ends box that  
charges cannot be applied to that specific plan (after the coverage end  date.)

However, putting  in a date in the Coverage End box and also hiding the plan
does not  effect what appears in the drop down  Payor choice via the Daysheet
Credit screen.  So when a plan is  completely paid and there are no
outstanding charges regarding the terminated  plan, the plan still appears as a Payor
choice when applying a  payment.

I  double- checked with Manon and  there currently is no way to hide a
terminated – completely paid  – plan where it will not appear  as a Payor choice
when applying a payment.

This may seem  trivial, however our clients change plans so often that more
and more often their current plan does  not automatically appear in the Payor
window.   Instead we have to manually scroll down to find the current plan  
(Payor.)

So  I was wondering if anyone else  would like the ability to hide  
terminated – completely paid  – plans where they would not  appear as a Payor choice
(via the  Daysheet Credit screen.)

Any  interest?

< /SPAN>Thanks  :-)

Deanna K.  Dicki

Achievement  Centers for Children

Billing  & Accounts Receivable  Manager

4255  Northfield  Rd.

Highland  Hills,  OH   44128

T:  216/292-9700, x245

F:  216/378-4613

CONFIDENTIALITY NOTICE:  This email message and any attachments

are confidential and privileged information.  This information
is for the sole use of the intended recipient(s).  The
recipient is responsible to maintain the confidentiality of
this information and further disclosure is prohibited without
proper authorization.  If you are not the intended recipient
(or authorized to receive information for the intended
recipient), you are hereby notified that any review, use,
disclosure, distribution, copying, printing, or action taken in
reliance on the contents of this e-mail is strictly
prohibited.  The integrity and security of this message and any
attachments cannot be guaranteed on the Internet.  The sender
therefore does not accept liability for any damage caused by
any virus transmitted by this email.  If you have received this
communication in error, please notify us immediately by reply
email and destroy all copies of the original message.  Thank
you.  Achievement Centers for Children, Highland Hills, OH,

____________________________________

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