MedLook Weekly Tip For 12/02/2006

The Patient sub-folders have a large variety of lists.  Four of these include the 30, 60, 90, and 120 Days Late folders.  These folders report accounts that have balances due where there has been no payment for at least a certain time period (30 days, etc.).  These lists are good to use when working on collections of delinquent accounts.  The data is grouped per doctor with the footer reporting the total balance outstanding.  Each item reports the patient account, balance, last pay date and amount paid, name and phone numbers of client, last billing date, the auto billing status, and the assigned doctor.

Below is a view of 30 Days Late.

DOL Transaction lists patient accounts by the date of last (DOL) transaction – that should be obvious.  The data is grouped by Year and Month and sorted by patient name.  This information is very useful when considering what patients can be archived or otherwise reviewed.  Each item contains the DOL Transaction, Balance, patient information, and DOL Payment, Charge, and Bill.

Below is a view of the DOL Transaction sub-folder.

The Without Transactions sub-folder lists all patient accounts that have no transactions whatsoever.  These be have been accidentally entered (and can be deleted) or may represent sales representatives, etc.  It is merely another convenient list for those rare instances when you need to know just how many patient entries are in your system that have had absolutely no transactions entered.  Basic patient information is provided.

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