Aging Report Changes
The current aging report has 7 aging buckets, 0 to 30, 31 to 60, 61 to 90, 91 to 120, 121 to 150, 151 to 180 and 181+ days, which would be 6 months or greater. However, these aging buckets are on the totals for each patient.
By TOTAL, I mean that it includes BOTH insurance claims balances AND patient balances.
The equation being, total balances = insurance claims balances + patient balances.
I would like all 3 perspectives separated out
- the total balances and those aging buckets (which you have)
- the insurance claim balances ONLY, with the same aging buckets
- the patient balances ONLY, with the same aging buckets
I have the solution for this already as I managed to reverse engineer the math and logic on your report in Microsoft Excel. I could give you my solution if you wish.
Why is this important?
Because many patients make the excuse that they will not pay until all insurance claims are in and have come back with a flat out denial, or insurance actually does pay. This alleviates that hurdle. The other problem it solves is that a dentist office can see all in one spot, the entirety, the universe of what is owed, by whom, and in each exact bucket, which makes it easier to collect the money, especially when cleaning up old accounts receivable, which may not have been done correctly the first time.
I apologize for the misunderstanding regarding this request – And I thank you for submitting more information to allow us to see exactly what the pain point is here.
I also apologize for not seeing this update sooner, the software we currently use isn’t very good at notifying us when we have a comment response, they often get missed, this is something we’re working on rectifying in the near future when we hopefully switch to a new feedback form.
I’m re-opening this idea, and I will ensure it is given the proper weight during our prioritization meetings.
Eric Lutz commented
Henry Schein is NOT helping me at all. See the below email chain that I sent to your own Product Manager, Peter Jackson back in August 2017 - yes that would be nine months ago. Yes these radial buttons exist in the product, but they do not work properly.
Re: enhancement possibility to PerioVision, Peter Jackson Product Manager at Henry Schein
Its been about two weeks, and I have not heard back. I get that this is considered an enhancement from Henry Schein's perspective, and usually enhancements are given a priority list based on demand from your current client base, but as I said before, I don't think your client base knows that they need it, simply because its not being offered to them.
I don't consider this an enhancement. I consider it a report feature that should have been done originally as part of the product software.
Can you let me know if this will actually be chosen as a project and done, and what that time frame would be till completion?
Sent from Outlook
From: Eric <email@example.com>
Sent: Tuesday, August 1, 2017 9:32 AM
Subject: enhancement possibility to PerioVision, Peter Jackson Product Manager at Henry Schein
Hello Mr. Jackson,
I work at a dental office that uses PerioVision software.
I believe I have an enhancement possibility to your Aging Report that I think your clients/customers would want. That is to say, it would not be an enhancement or custom report simply for me, but your whole client base.
Currently, the aging report in PerioVision solely shows the "NET" or "TOTAL" balance in each of the aging buckets (0 to 30, 31 to 60, 61 to 90, etc).
In the equation, NET or TOTAL BALANCE (for each patient) = INSURANCE BALANCE + PATIENT BALANCE.
As I said, what PerioVision offers currently, is simply the net balance in each of the aging buckets. I am offering a solution that would display all 3 pieces to the equation, the insurance balances only in each aging bucket, the patient balances only in each aging bucket, AND the total or net balances in each aging bucket. Many dentists wish to wipe out the insurance balances first, as that is a common reasoning by the patient, "that their insurance should have paid the claim first, before they pay out of pocket." Once outstanding primary and secondary insurance balances are wiped out, then offices typically try to collect patient balances themselves first, before ultimate heading towards a collection agency.
I realize I am not a programmer, but I am willing to offer my logic in words, and math, plus show an example of what I created in Microsoft Excel. I run your report and do my Excel logic once a week, and while a tad time consuming it gives us a vision of our accounts receivable that we would not have otherwise with your product. I feel that since we were missing this piece, your other clients are as well. I think there would be demand for this perspective that right now your customers don't know that they need, precisely because it is not being offered to them.
Eric Lutz commented
It should be noted that this Aging report idea is for PerioVision, Eric Lutz