Billing in wrong category

  • 1
  • Question
  • Updated 5 years ago
  • Answered

Is there a way to run a report say at the end of a week to find out if/which patients have been billed incorrectly? eg. a workers comp patient billed with a private consult shows as $0 and therefore disappears.

If we don't happen to notice this by accident, we can lose hundreds of dollars.  The consult code has to be a different one because private health insurance and workers comp insurers require different descriptions with their own codes in it.

Photo of Hand Works

Hand Works

  • 57 Posts
  • 7 Reply Likes

Posted 5 years ago

  • 1
Photo of Andrew

Andrew, Community Manager

  • 390 Posts
  • 119 Reply Likes
Official Response
Hi Hand Works

When configuring Item Codes, we often do recommend leaving the fee as $0.00 for fee categories that the item code won't be used with. The reason for this is so that during the billing stage you can easily see that something is wrong if it comes up as $0.00.  It's a handy red flag to show you might be billing the wrong item for that patient.

If you have been accidentally billing these $0.00 amounts, you could use the Transaction Report found under Banking Sheets/Shift Reports to find all these occurrences. To make this easier, I would recommend exporting the report to Excel first, so you can sort the 'Amount Billed' column from lowest to highest.  The end result should be a clear list of all the transactions billed at $0.00.

I hope this helps.