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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
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
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
2
Vote
List of Archive patients
It would be so helpful if the list could be edited by date range. The way it is it generates a list of EVERYONE that has ever been archived.
Created 16 Oct 03:48pm by Guest
Office Manager
0
Needs review
125
Vote
Remove or Archive Providers no longer with the practice
We have maximized our providers and are no longer able to add new providers. To make room for new providers, we would like to be able to archive deceased or inactive providers.
Created 9 Jul 04:16am by Guest
General / Office Manager
4
Future consideration
4
Vote
More options needed when printing an insurance aging report
My aging report generates fine as long as I generate a complete report. When I try to generate it for one ins company it does not generate it all for that one ins company. Ex: I want to print every claim for Metlife that is on the report. I select...
Created 9 Sep 08:37pm by Unknown Unknown
Office Manager
0
Needs review
2
Vote
Audit trail form of payment changes
I would love to be able to see who changed a form of payment on a patient's account currently you can see if the amount was edited but not if the form of payment was changed for example patient paid cash we have it on a printed deposit slip in a f...
Created 7 Oct 08:46pm by Guest
Office Manager
0
Needs review
14
Vote
Office Manager needs to have bigger font
Office Manager needs to have bigger font, Self explanatory
Created 29 Nov 04:37pm by Guest
Office Manager
1
Needs review
1
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