change the way we handle Min Balance and Min Amt Due in statement window
Client would like the statement window to only look at patient related balances and not the overall patient account. So the Min Balance to only look at Patient responsible and not both patient and insurance overall balance. And they would like the Min Amt Due to only look at individual patient sequence and not the entire patient due amount of account.
Jodi Kishel
shared this idea
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Ginnie Ferrer
commented
To add to this, Insurance Credit balances continue to be a problem that can result in patient's not getting a statement for other dates of service they have patient due balance on because the insurance credit balance for another sequence is offsetting the overall account balance. So, allow the practice to set a system of Include Insurance Credit Balances in Patient Total balance or Do Not Include Insurance Credit Balances in Patient Total balance. Currently practices have to move the insurance credit to a 'dummy' account in order for patient's to get statements when they owe money. Tracking using this workaround method is cumbersome and no reporting is available to really help administration and accountants make sense of it.