ledger - Walk out statements and Health Saving Accounts
We have been having a lot of trouble with flex spending and Health Saving accounts accepting our walk out statements. I spoke with a representative last week who informed me the reason they will not accept them is because it says "Billing Date" instead of "Date of Service". No where on the walk out statement does it say when the services were performed. Even though we know the only time it can be created is on the date of service, the people reading them do not know this. I pointed out that the top it says "statement of services rendered", but the rep said it would not work. He also informed me printing the ledgers would no longer be acceptable by the IRS as valid receipts. If we could have a readable walkout statement which clearly states when the services were rendered this would satisfy the demands of the government regulated HSA and Flex account managers and it would save us a lot of hassle in the months following the appointments in creating statements which have all the correct dates of service.e
For people that are suggesting to print the doctor walk out: That is helpful but it doesn't list the patient payment, which is what the HSA needs to see.
Printing a family ledger does not have the practice address, which is the other thing the HSA requires on the receipt.
You have this already it is called a doctor walk out statement it lists procedure codes. HOWEVER truncate you socials first in the global settings and understand it does not list family appointments that is what the request should be!
I have a patient who is also having problems with his health savings plan, they will not allow charges because the insurance payment does not show dos. please update the system so the ledger print out shows the dos of claim. I have worked with other systems and it makes billing and health savings acceptance easier. thank you
You already have the capability to do this. In Office Manager, under reports, Family Ledger, set the report date to December 31, 2009, select the family (from and to the same) and the first transaction date to January 1, 2009. I do this all the time for patients who request it. It doesn't make sense to do it for everyone tho....wasted paper.
You can also go to the ledger, go to file and then to search payments, it pulls up window that allows you to specify dates & payment types ( ex. ins or patient) and get just a year total with all the payments without all the procedures that were done that year. Usually all the patients wants is what they paid and with this report you can give them just what they are looking for.
To print ADA codes on family walkouts: Office Manager/Maintenance/Practice Setup/Preferences, select Print Options tab, and check box for "Use ADA Codes in Descriptions".
HSA are no longer accepting our walk out statement since it does not print the date of service nor the payment date. Some are now requiring ADA codes. Takes longer.
WE NEED TO BE ABLE TO DATE RANGE THE STATEMENT AND IT NEEDS TO SHOW THE PROCEDURE CODE, TOOTH # DATE OF SERVICE AND DESCRIPTION OF SERVICES THE CHARGE AND THE PAYMENT ALL ON ONE STATEMENT. WE SHOULD BE ABLE TO PRINT THIS AT ANY GIVEN TIME. ALSO AT TAX TIME PATIENTS WANT A LIST OF ALL PAYMENTS FOR THE YEAR AND THE ONLY THING WE CAN GIVE THEM THIS IS TO PRINT A COPY OF THE LEDGER. IT NEEDS TO BE EASIER AND WE ARE HAVING TROULBLE WITH THE FLEX PEOPLE AND THEM ACCEPTING OUR PAPERWORK.
Bottom line: we need one form that is a combination of the Patient Walkout and the Attending Dentist form, one form that includes Provider NPI, TIN, License No., Patient info (social, DOB, etc), as well as ADA codes, date of service and payment. We are having to give pts walkout forms AND Attending Dentists forms for them to submit to their Flex Funds and HSAs; not only is that inefficient, but it's using two sheets of paper and extra toner when we're trying to be eco-friendly in the 21st century! ;)
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For people that are suggesting to print the doctor walk out: That is helpful but it doesn't list the patient payment, which is what the HSA needs to see.
Printing a family ledger does not have the practice address, which is the other thing the HSA requires on the receipt.
You have this already it is called a doctor walk out statement it lists procedure codes. HOWEVER truncate you socials first in the global settings and understand it does not list family appointments that is what the request should be!
yes this please! with the procedure codes!
Yes DOS & dental codes
it also NEEDS to have the dental codes listed
Search payment option also WILL add the 2 different payments into one bulk payment, even if one is with an HSA and the other with another CC.
I need the dental codes put on this also for the HSA people!
I have a patient who is also having problems with his health savings plan, they will not allow charges because the insurance payment does not show dos. please update the system so the ledger print out shows the dos of claim. I have worked with other systems and it makes billing and health savings acceptance easier. thank you