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Office Manager chart audit
Check list for office managers to audit scheduled patient accounts. Verifying insurance, co-pays, pending treatment, and outstanding balance.
Created 11 Nov 07:14pm by Vianey Munoz
Office Manager
0
Needs review
1
Vote
Develop a report showing all active patients who have not been seen since a specific date
provides a list of patients practice may reach out to for potential recalls, also allows practice to keep records up to date in case patients should be archived
Created 7 Nov 06:25pm by Roberta Dodero
Office Manager
0
Needs review
2
Vote
Need monthly reports of payments made by non insured patients (not all cash/cc payments)
A monthly report is needed that splits up insured patient payments (insurance + copays) and the non-insured fee for service patients (cash, cc,etc - but not copays)
Created 1 Mar 06:58pm by Guest
Office Manager
0
Needs review
1
Vote
Aging Report
Aging and Credit reports should print with ease and not re-calculate before doing so.
Created 5 Nov 02:12pm by Guest
Office Manager
0
Needs review
7
Vote
Merging Duplicate Accounts
when Account is Created to an Existing Account pt is new to the Office New Patients are Duplicating when Pt. is on schedule once created does not go to the existing created account
Created 27 Aug 06:20pm by Guest
Office Manager
1
6
Vote
Convert Day Sheets to Excel
Converting Day Sheets to Excel would allow us to categorize each code together. In other words, all D0120 would be listed together to allow us to be able to track how many times the procedure had been formed in a certain period of time.
Created 26 Apr 07:24pm by Guest
Office Manager
0
1
Vote
Uninsured Patient Report
Looking for a report that shows the specific patient names of those who are uninsured. Not just the number of patients.
Created 31 Oct 09:09pm by Guest
Office Manager
0
Needs review
1
Vote
Patient Notes Report - Run off a date range first instead of going through every single patient and then applying the requested report filter. Currently it takes WAY to long to run.
To look at notes for patients that came in the practice for a date range to see what care was prescribed or if we missed a recommendation from a doctor. Currently I try to look at notes for one day of visits and it goes through every patient and t...
Created 31 Oct 06:11pm by Guest
Office Manager
0
Needs review
5
Vote
When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice
When entering monthly production goals, please have the ability to select ALL providers so we can enter a TOTAL goal for the practice. We would like to go to any computer in the office and see what the total goal is for the Practice so we can see ...
Created 23 Dec 02:12pm by Anonymous
Office Manager
0
Gathering Feedback
6
Vote
It would be nice if the practice management reports could have a feature to show the totals per month for the year instead of having to run a separate report for each month.
Our accounts have asked for this to be able to compare numbers to our Quick Books accounting software. Seems like a simple addition to your reports that would be very helpful!
Created 26 Feb 10:07pm by Guest
Office Manager
0
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