Our practice would find it useful to have a simple report, which counts the number of appointments by practitioner and cross references against the number of appointments billed per practitioner, in a given period. This would quickly highlight any errors due to non billing or double billing, which happens from time to time, especially when training new team members. This would help to maintain accurate reporting of figures.
Posted 5 years ago
Thanks Timothy - Oh for a perfect world........... where a "white" appointment doesn't mean "completed" and you have no competition for your time like other clients, phones, physio request ...........reality check
Tony Taddeo, Managing Director
Hi Lin
After being involved in practice management for over 30 years I agree with Tim’s comment. If you have time to bill for a stock item, why would you not bill for the consult that occurred at the same time that would possibly take 15 seconds more? For most of our clients a processed appointment (white in colour in your case) does indicate the billing has been completed. What we are trying to do is promote good office procedures.
Tony Taddeo, Managing Director
Hi Joyaa
I believe his response was in relation to the the specific example given. We are not ruling out more checks and balances. The problem is at times you may also have billings for items not in the appointment book such as medico-legal reports, walk in cash sales etc.
I believe his response was in relation to the the specific example given. We are not ruling out more checks and balances. The problem is at times you may also have billings for items not in the appointment book such as medico-legal reports, walk in cash sales etc.
(Edited)
Hi Tony, I see your point of view. However, when generating a billings report, equipment and medical reports, would usually come under a different schedule to the consultation - depending on how you have your schedules set up of course. As a therapist, if I am doing a report, I will usually bill on completion so that the billing does not get missed. (If I have done a report I want to get paid for it!!) If I see that same client later on that day, our reception staff could easily assume that the consult had also been billed.
One of the biggest issues we seem to have is either x2 reception staff billing simultaneously, (we have now asked therapists NOT to process bills as that was also another source for double billing - therapist and receptionist simultaneously billing), or the therapist supplying equipment and billing for it and then reception staff assuming that the consult has been billed as it has turned white in the diary. Personally for myself as a therapist, I find it quicker to bill for equipment issued, rather than sending a message thru to reception trying to describe what it is that has been issued or walking thru to reception to do the same. As the appointment then turns white once I have billed the equipment - our reception would assume that the consult had been billed. Previously, we have had a lot of lost income thru stock being supplied in the consult rooms and then not billed at reception.
Double billing is embarrassing when we don't find it before the account is issued and obviously non billing is not financially viable.
Front Desk is a really great product and we really appreciate the support that is given. We would be really grateful for any checks and balances that would help to eliminate double or non billing.
Thanks :)
(Edited)
Josie Tropeano, Product Manager
We have placed the following items on our development list. 1) When hovering the mouse over an appointment, a list of the transactions billed and payments made for the patient for that practitioner on that day. 2) A report that list appointments with transactions billed and payments made for the patient for that practitioner on the day of their appointment.
That would be really helpful. :)
Timothy, Business Care Manager