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Patient Insurance

Multiple insurance claim centers can be entered per patient. The primary claim center has the billing sequence of 1, the secondary claim center has the billing sequence number of 2, etc. The patient is automatically referenced as the final payor by the system.

When a claim center is entered the forms required by the claim center are automatically listed in the lower block of the screen. The dates the forms are sent out and received back are tracked and are used to provide automatic reminders. Forms not received or soon to need re-certification show up on various reports, such as the delivery report.

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Patient Invoices

This screen displays the patient's total outstanding balance with a scrollable list of the patient's invoices. A single keystroke allows you to zoom (i.e., drill down) to the main invoice screen to view the details of any particular invoice.

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Main Invoice

Secondary invoices may be generated with a single keystroke.

Invoice amounts cannot be modified within closed periods. The accounts closed date is set by the administrator.

The lower block of the screen displays a count of various items on the invoice. Subsidiary screens are available from the menu listed under 'Details', including inventory item charges, miscellaneous charges, DME related charges, deductions, nursing visit charges, payments, adjustments. Also on the menu are navigation to patient insurance, HCFA claim data, and HCPCS and kit screen.

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Invoice Prescription Items

All prescription and DME items are automatically filled in during invoice generation and can be edited.

Various special invoicing such as splitting a single prescription among multiple invoices or combining multiple prescriptions onto a single invoice can be easily accomplished.

If a claim center is flagged as requiring 30-day billing then charges for multiple prescriptions and nursing visits are automatically accumulated onto a single invoice for the 30-day period.

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Invoice Adjustments

Adjustments such as write-offs are entered on this screen with a reason for the adjustment; various reports total adjustments by reason code. Payments and adjustments on the invoice to the primary payor become deductions on the invoice to the secondary payor.

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Bank Deposits

Payments and bank deposits are entered on this screen and payments are applied to invoices. Multiple (partial) payments may be applied to a single invoice or a single payment may be applied to multiple invoices in any combination. The system keeps track of the applied and unapplied portions of each payment as well as the paid and unpaid portions of each invoice.

Reports derived from this information include: Deposits Report, Deposit Application Report, Payment Application Report, Invoice Payments Report, Cash Application Report, Invoice Profit Report, and various amount due and aging reports.

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Accounting Menu

This is a sample full screen menu.

Invoices are generated automatically with all prescription and nursing visit information; after generation an invoice can be edited. Invoices can be generated at any time, but generally this is done automatically at night. Invoices can also be manually entered for such items as miscellaneous non-prescription charges.

Invoices are tracked by mail out date. Lists of mailed and non-mailed invoices are provided in addition to a special report showing any forms needing to be signed that will hold up mailing of an invoice. There are numerous reimbursement reports. Age trial balance reports are printed sorted many different ways, for example, by patient or by claim center.

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Financial Analysis

This menu shows several of the financial analysis reports.