Year-end Summaries Using AcuBase Pro

Monday, December 14, 2009
Posted in: AcuBase and Trigram Stuff, Practice Management

As the year rapidly comes to an end, many of your patients who paid you directly will be wanting a summary printout of their visits for the year for tax purposes and/or to get reimbursement from their insurance company or flex account.  Rather than waiting for them to ask, why not offer this service up to them as you finish your last appointment of the year with them? 

Doing so is easy in AcuBase.  Simply go to the Reports tab, choose the report titled, "Invoices:  Patient Balances Detailed," and click on the "Run Selected Report" button on the bottom of the screen.  When you get to the Search/Find screen, go to the "Invoice Date" field, and enter "1/1/2009...12/31/2009" (without quotes) to choose all of the year’s invoices.  Then click on the "Patient ID" field, which pops up an alphabetical list of your patients.  Choose the patient you would like to summarize, then click the "Continue" button on the left side of the screen to get a preview and print.  A summary with diagnosis and patient information will be provided for the year.

Often times when we print these reports, we may see a payment that was missed, or perhaps  other issues with individual invoices.  To fix these, go back to the patient’s name from the Patients tab on top of the screen, then choose the "Billing" subtab, find the invoice date in question, click it, and edit it as necessary.  

If the information on the top of the report (such as diagnosis, or patient info) is incorrect or missing, go back to the first invoice for that report and fix it there.  Then, when you print the report, that information will be fixed.

For other questions or issues related to year-end processes, please feel free to contact our excellent, responsive technical support team at , through the contact page on our website at http://www.trigram.com/about_us/contact/, or call us toll-free at (888) 4ACUBASE.

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