Money on Account
bring back the ability to post money on account even if the patient has been seen before and has transactions on their ledger. Patients do return to the practice and do choose to pre-pay for treatment. Now we are unable to post $$ on account simply because they have previous transactions posted - and a $0 balance - Not sure why it was felt the need to change that feature.
EAA
shared this idea
There are several ways this can be accomplished in the software currently, ranging from adding a procedure as incomplete, then applying the payment to the procedure.
There’s also the method of applying the payment here to a procedure named “Deposit”.
Contact support for more information on this.
-
EAA
commented
Typical OMS Vision -- as long as you can get something done in several steps instead of the way things were before you changed it -- then it's okay with you. Why have anything be easy? Instead of one step, it now takes several. Very disappointed in OMS Vision, not for just this but several items.
-
Becky
commented
This is very frustrating as well. There should be a pre-payment option, or go back to how it used to be. This seems like a "generic" way of posting a pre-payment before patient is seen. Please consider updating this. We added a pymt on acct by using a 118 code, but it changes the pt to "posted" (Blue) and that causes confusion in the office if you forget to change the color back to chart ready, or whatever color it was prior to payment. Thank you
-
Angie
commented
This frustrated me as well! We have added a "Payment on Account" charge code 012345. We bill the code with a $0 charge and apply the patient's payment.
-
lucy
commented
yes! this would be helpful!!!!
-
Cori
commented
I agree with this, it is very frustrating. And if we could change the color of the font for the service that would be great also, just so it would stand out on the ledger.