Financial Cleanup Projects for The Medical Manager®
Small balance, negative balance and unapplied credit issues can clog your accounts receivable. This suite of projects was designed to assist you in cleaning up your accounts.
Report Examples
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- Help identify problems with charges that were entered and then voided after they were billed to insurance. This will assist in helping staff in finding problems with denied or duplicate claims.
- Since it is possible to apply payments or adjustments in excess of the charge balance, this project will identify items to that may require a refund or a change to the adjustment.
- Once a charge is reactivated from the history file it needs to be assigned to either insurance or patient due responsibility before it will start aging in the appropriate category. Charges with an ‘unknown’ status on this list should be handled on the /pay screen by transferring responsibility to the appropriate party.
- The user will be prompted for a minimum amount. This report will list all charge line items less than that amount. The project is useful for identifying small balance amounts that can be written off to a small balance adjustment category.
- This project lists all the patient accounts that have only an unapplied credit as their balance. This list is helpful for identifying accounts that may qualify to receive a refund.
- This project lists all the charges that are set as insurance due but have not been submitted on a claim.
- This project lists all the patient accounts that have an unapplied credit and an open item(s) that matches the total of the unapplied credit. When this condition exists the account balance is zero. These accounts can be cleaned up by applying the unapplied credit to the line item(s).
Supported on BridgeIt Toolbox Version 6 and above.
Call 866-274-3477 or email us for purchasing details.
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