Katie Bade
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169 votesKatie Bade
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375 votesKatie Bade
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11 votesKatie Bade
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An error occurred while saving the comment Katie Bade
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I would like a comprehensive report that provides the following:
Name of client, date of service, date of invoice, invoice number, CPT Code billed, amount billed, date billed to insurance, date paid by insurance, amount paid by insurance, amount adjusted by insurance, amount paid by the client and amount owed by client.
I would like this report to have the ability to be generated to a specific client.
This would function as a detailed ledger report that puts everything in one easy to read and downloadable report/format as opposed to having to click on each invoice or run a billing report that doesn't include all of the necessary information.
Katie Bade
supported this idea
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Add a column to show the amount adjusted by the insurance company on an invoice so that you do not have to scroll down to see the amount adjusted.
OR (Preferred):
Have the ledger setup with columns and rows to outline the following
Date of invoice, invoice number, date of service, billed CPT code, provider, amount billed, amount paid by insurance, amount adjusted by insurance, amount paid by client, balance on owed by client.
It would be nice to be able to choose various views of the ledger - for example, client's responsible balance and the view would show all sessions with a balance amount owed (while showing the insurance payments and adjustments). Also a primary insurance view - to show sessions that have paid but are pending and when they were billed. Default view to show the information listed above.