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MicroMD PM

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126 results found

  1. Allow multiple Patient Category''s per patient

    When in the Patient Detail window, we would like to be able to assign a patient to more than one "Category" to a patient. The category can be used to allow “flashing” and blocking of appointment creations in the PM and sometimes there is a need for a patient to be in multiple categories for this and tracking.

    7 votes

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  2. insurance report

    I need a report in which I can see patients that have a specific insurance primary AND another specific insurance secondary. For example, I need to contact all of my dual eligible patients and there doesn't appear to be a report for this.

    1 vote

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    0 comments  ·  Other  ·  Admin →
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  3. Allow Locking of an open Daysheet so that no one else can post/edit open Daysheet

    Practices often need to leave an old Daysheet open so that they can review and verify everything is correct before closing the Daysheet. Unfortunately this means that another biller might accidentally post to that open Daysheet. A nice enhancement would be to allow a billing manager to finalize or lock a Daysheet but not actually erase it - so only security authorized billers can post to a locked or finalized Daysheet. This would allow them to see their payment total and balance payments for making a deposit BUT they are not forced to close/erase the Daysheet before someone adds to…

    14 votes

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  4. Allow Service Facility to be associated and defaulted from PM Location

    To streamline charge entry, allow practices to default Service Facility at the Location level for streamlined charge entry. Also allow this information to pass through to the EMR and give billing/emr override ability to edit Service Facility in Bill Builder OR in the PM Charges screen.

    1 vote

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  5. Enhance Patient Plan Sets to allow Drag, Drop and Copy between plan sets

    The Patient Plan Set is in desperate need of enhancement to allow users more modern tools for editing like drag, drop or copy. Most software packages make this process much easier by allowing users to use these modern features.

    4 votes

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  6. Mark up Daily View Schedule to show at a glance if a patient charge is posted or not.

    Allow users to view a schedule to see if a particular appointment was posted or to see who was not posted for a calendar day and have this same icon display on the EMR Scheduled visits. Practice need a way to reconcile appointments with charges actually being posted. Additionally, add this as a Status to the Appointment status report (show all appointments that were posted - show appointments not posted).

    7 votes

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  7. Add fields COINS and DEDUCT for Secondary Pmt Posting (just like primary)

    Allowing billers to indicate what part of secondary is COINS/COPAY/DEDUCT gives patients better details on their patient statements and helps the practice to avoid phone calls to explain how the money was allocated and why the patient owes. With change to the industry this feature is more important now than ever.

    4 votes

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  8. Add data fields to record deductible, deductible met and copays for multiple levels of service.

    on Plan Set tab, per insurance, add data fields to record deductible, deductible met with a date field, and copays for multiple levels of service.

    Specialists will have varying copays based on office visit or procedure performed

    This would provide ease of access and quick review to office staff who are scheduling patients and educating them in advance of their financial responsibility.

    7 votes

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  9. Copay column in Primary Insurance - (Green) Payment Calculation window

    There should be a Co-payment note field in Payment Calculations

    Requested Steps to define spec:

    1. Post Payment/Adjustments
    2. Primary Insurance Payment Calculations window pops-up
    3. There should be an extra field for Co-Payment

    Expected Result:
    An extra field for Co-Payment note in Primary Insurance Payment Calculations

    Current Result:

    User has to manually type in a Note for Co-pay

    Impact on Workflow:

    User has to remember to put the Co-pay note in every time and this causes the biller to try to remember to do so. Practice prefers to see this field even though patient has paid their co-pay already.

    13 votes

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  10. Claims EB add abliltiy to search by Locationi

    Users need to be able to do electronic billing BY LOCATION. They want the people that post the charges to correct their own mistakes and through with the rejections and issues. Cannot be done by provider or payer... they need LOCCATION.
    Requested Steps to define spec: Add an option where they can select claims from a specific location
    Expected Result:
    Actual Result: Each biller at each location can address their own issues Impact on Workflow: Makes the person accountable for their own mistakes

    1 vote

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    This is a duplicate items of a suggestion that is being reviewed by product mngmnt for inclusion in a future version. We will add your comments and add you as a additional client that request this option addition.Please reference MicroMD id 10104

  11. Would like ability for secondary insurance to be verified electronically along with primary

    Currently only way to verify secondary insurance is manually. Many practices still have to manually call to verify 2ndry and would be best if secondary insurance can be included with eligibility verification via Appointment Schedule or when manually requesting via demographics or appointment creation.

    9 votes

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    0 comments  ·  Other  ·  Admin →
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  12. Open Claims Report - allow filters for no filed date/filed date and a separate filter to block open claims with credit balances

    There shoudl be an filter in the 'Open Claims' report allowing users to see only claims without a filed date. There should also be a filter to eliminate credit balance sequences from populating on the report. I would also like to see this report sortable by sequence balance.

    4 votes

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    1 comment  ·  Other  ·  Admin →
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  13. Uniposting refunds

    Option on Charges/Payments will display sequences for all subaccounts with credit balances and then enter refund.

    8 votes

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  14. Next Appointment Date field in Patient Demographics in PM

    It would be nice to see the next appointment date as a field in Patient Demographics instead of having to search for it in Appointment History.

    4 votes

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  15. SEPARATE AREA FOR UNAPPLIED MONEY

    There should be a separate area to post Unapplied Money which it doesn’t pertain to an actual sequence because customers Pre-collect money for many reasons such as for uncovered procedures, cosmetic procedures, ineligibility or patient just want to have a credit instead of getting a refund.
    When a patient pays and there is no particular date of service, there should be a separate area for this Unapplied Money/Credit, after patient has amount due, user should be able post directly from the Unapplied Money/Credit

    6 votes

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  16. Lock out and Alert other users when a person is currently posting pending charges for that patient

    Alert the other user(s) when a user is currently in the Charges window for that patient and lock all other users out from trying to post a duplicate charge. This is going to very helpful for the practices that has multiple billers and for bigger practices, especially an RHC or FQHC practice.

    3 votes

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  17. Daysheet report by Site by Plan

    We need a report by Site then by Plan that balances monthly to the change in AR on the AR Summary. It needs to be like the procedure history and show charges/payments/writeoffs (both summary and detail).

    3 votes

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  18. When saving reports, have the name you give that report print at the top

    When saving reports, it would be nice to have the name you give that report on the printed report. We save many reports with slight variences and use them in ques. Once we print them, we have no idea which reports are which unless we print the cover page, which is such a waste of paper. It would be so nice to have the report name that we have given printed on the report.

    4 votes

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  19. Auto Payment Posting - UB ERAs

    Allow auto payment posting of UB ERAs when posting encounter rates using the "adj to writeoff"

    7 votes

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    0 comments  ·  Other  ·  Admin →
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  20. Appt Status Report: Would llike a category for Cancelled Same Day as Appt... as they are treated differently than standard cancellations

    Client (and several others) treat cancellations the same day as the appt differently than standard cancellations (patients must give 24 hr notice). They would like a way to be able to go in and pull up report based on the category but at this time that is not an option. Don't have time to look through the reports to see if it was same day as appt or not

    4 votes

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