MedLook Weekly Tip For 03/04/2006

In many instances you will want to create a set of patient statements but exclude those accounts that have pending insurance due.  In this case, simply check the Exclude Accounts ...With Insurance Due option.  When this option is checked all patient accounts that have pending insurance will be excluded from the generated patient statements.

Once the insurance has been paid to these accounts, or adjusted, the accounts excluded will appear in the next batch billing.

A bit of care should be excercised using this option.  If you have patients that are on a recurring schedule then patient statements may never be generated for them because they may always have insurance due from a recent visit.  Using this option then is somewhat dependent upon your type of practice and patient base. 

For practices that deal with hospitalized patients that don't bill either the insurance or patient until the patient leaves the hospital this option may work very well.  In this case you would bill the insurance after the patient exits the hospital and then bill the patient after the insurance has finalized their part of the claim.  So you would want to have the option selected.

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