October 22, 2009 at 1:01 pm #31023
We are still having trouble invoicing insurance companies.
Our clients are all singly invoiced as we do not want them to go in to the collective invoicing like BUPA.
When we want to send a statement of the client’s outstanding invoices to the insurance company, the statement is incorrect in that it gives us the client’s name and not the insurance company. When invoicing the insurance company the dates of treatment are not included.
How can we resolve this problem?October 22, 2009 at 6:20 pm #32315
There are TWO contact/patient reference fields on every invoice :-
 the RECIPIENT field i.e. the person/company who is being billed and who owes the money.
 the PATIENT field i.e. the person who was treated.
If you are billing an insurance company, then the recipient should be the insurance company and the patient should be the person who was treated.
As long as you enter this correctly when you raise the invoice, then the “Statement to Insurance Company” (and all other insurance based reports) will work correctly.October 23, 2009 at 3:24 pm #32316
Thank you for your explanation, but we are still having problems.
PLEASE explain STEP BY STEP – from the time we enter an insurance patient in to the diary!
As we see it:
1) In diary, on patient appt, rt click, quick transaction. Choose ‘Invoice patient’ rather than ‘Insurance Company’ (otherwise all ends up in Insurance company). No payment at this time.
When it comes to send a statement – open patient record, go to finances, all records, print, financial, statement … goes to patient instead of insurance company?? Have gone to Financial Actions to create invoice to Insurance Company and had to enter each appt in, but the dates don’t come up on the statement and I have had to add the dates in the Notes section? We also end up duplicating invoices. ](*,)
2) In diary, rt click create invoice, choose insurance company, 1 item only in Invoice details, save and close. But when you have to send a statement for several appointments, how do we do it? When opening the patient’s record, Finance, associated invoice details at bottom of screen can only be opened one at a time.
Would it be possible to pay a dedicated fee to have tuition on this procedure only, rather than pay a year’s fee, as this seems to be the only problem we have with your system?! 4 of us are on the case and none of us can work it out, despite the manual 😕October 23, 2009 at 6:27 pm #32317
>> As we see it:
>> 1) In diary, on patient appt, rt click, quick transaction.
>> Choose ‘Invoice patient’ rather than ‘Insurance Company’
>> (otherwise all ends up in Insurance company).
If an invoice is going to be paid by an insurance company, then the RECIPIENT of the invoice MUST BE the insurance company, however you are incorrectly setting the RECIPIENT to be the patient. Please explain why you are doing this?
>> Would it be possible to pay a dedicated fee to have tuition on this procedure only
Most certainly – if you scroll down to the bottom of our pricing page you’ll see that we offer “Online Telephone Training Sessions”. Please feel free to give us a call if you’d like arrange a session.October 24, 2009 at 2:46 pm #32318
If patient details under Medical tab have the insurance company entered under Insurance Company and Invoice Recipient and we want to print a Statement of Outstanding Invoices for said patient ONLY
If we go to Contact – insurance company – finances – and highlight the required outstanding invoices and then click the Print tab – Financial – Statement of Outstanding Invoices, the outstanding invoices for ALL the patients come up when we only want to invoice ONE.
If instead we go through the patient – finances, click here to see Invoices to other receipients, the invoices are all separately listed.
How do we create a statement for invoices for ONE patient ONLY to the insurance company.
Where are we going wrong please ](*,)
This is why we have resorted to putting the Invoice Recipient under the patient’s name.October 24, 2009 at 7:26 pm #32319
>> If we go to Contact – insurance company – finances – and
>> highlight the required outstanding invoices and then click
>> the Print tab – Financial – Statement of Outstanding Invoices,
>> the outstanding invoices for ALL the patients come up when
>> we only want to invoice ONE.
Highlighting certain invoices on that screen will no effect when you print the “Statement of Outstanding Invoices Report”.
Instead, simply run the “Statement of Outstanding Invoices” report (as you were doing), click the big SEARCH CRITERIA button (at the top left) and then enter values against both the RECIPIENT (i.e. the insurance company) and the PATIENT fields, then click OK.October 26, 2009 at 1:41 pm #32320
We have finally understood, thank you!February 15, 2010 at 1:50 pm #32321
Invoicing insurance companies is now working great – with the exception of one company who keeps sending back our invoices saying that they cannot accept the invoice for payment as it refers to various invoices (for the same patient) and that they want one invoice for the whole treatment together with the treatment dates
By this I presume they are referring to the individual invoice numbers (generated by each quick transaction)down the left hand column of the invoice. Is there any way we can remove these numbers before printing for this particular insurance company?
DeeFebruary 16, 2010 at 11:21 am #32322
Thanks for your post. Yes you can remove the ID number from the invoice.
 Go to Reports and Templates
 Right-click Invoice to Insurance Company and select Design Report.
 In the editor you will see a box called “Invoice Num “. Right-click that box and select delete. Do the same for the box underneath called “ReportData“.
 Re-organise the other 5 field sections along those rows by re-sizing and moving, to compensate for the deleted fields.
 Save the report and go to Print Preview.
If you want it for that specific Insurance company you can always Copy the Invoice by right-clicking it and selecting Copy, just do this before making changes to the original invoice. Then right-click the copied Invoice and select Rename. Then make the necessary changes to the copied Invoice.
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