WebABA Practice Management System
78 results found
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Custom Warnings/Notes for Clients
Kareo client profiles used to have an option for 'warnings' which would appear at the top of a window any time that client was involved. For example, if the member has a secondary insurance we would add a warning 'member has 10% secondary.' This warning would appear 1. on his profile 2. while posting payments 3. creating statements 4. in the claims window (in this case the window that opens from the claims ledger via the Claim Manager). We would also have the option to select where we want that warning to pop up (options 1 through 4).
3 votes -
Auto-Update Charge Line Status when Balance reaches 0
To reduce issues with inflated A/R balances in Flex Reports, it would be nice to have the option to automatically update the "Status" of a Charge Line to "Complete" once Payment has been applied and the associated Ins/Secondary/Patient balances reach 0, instead of requiring a user to manually apply an additional transaction to close out the charge.
1 vote -
Payment Reversals
You should NOT be able to do a Paynet Reversal of an amount GREATER than what you have posted. We should be getting some type of error stating 'You are reversing more money than has been applied.' I was (accidentally) able to reverse the full amount of a claim which had a copay.
2 votes -
Option to View notes
Currently in the Claims Ledger we have to open the Edit Charge Line window full view in order to extend the notes and see what ppl have entered. We need an option when we right click not only to copy but to view the full note in like a small pop up window.
2 votes -
Ability to Export/Print ERA's
The ability to export/print ERA information for clients' billing/payment info is a highly desirable function to allow for the offloading, storing, and sharing of such information.
2 votes -
1 vote
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A/R Aging report: Positive FS Balance if Client payment covers the rest
A/R Aging report: If a Client Payment posted then FS Payment posted then show +FS Balance instead of a Negative.
Example:
If the full balance (Charge Amount) is 75. The client pays 15 for Co-Pay, the fs balance shouldn't be negative in the Funding Source Balance when the FS paid 60.
Currently is shows a balance of '-15' in the FS Balance despite the copay being paid and the FS paying 60.This can be rather confusing, making the user think that it's still owed because it shows a negative number when it was paid.
1 vote -
Search when we press Enter
Can we have the option to search automatically when we hit enter and we plug in info in one of the options while posting money? This would also be useful in the claims wizard
1 vote -
Apply payment error of 500+ claims
Is there any way you can make this error go away when we click on Apply payment? We already know we have a bunch of claims. There should be a way to be able to load all of the claims in the background.
1 vote -
Claim Tracker Keeps track of all activity
Would like to see the Claim Tracker log any changes made to a claim. Would be ideal to keep track of any changes on a claim prior to saving, and once you save create a note in the Claims Ledger on what was updated/changed.
This feature would help us in regards to not having to leave so many confusing notes. People also change things ona claim without leaving a note. So if any field gets changed or mutiple, the note would read: Box X, Y, & Z updated on 1/1/2020
Also, Kareo used to keep track of every time a…
1 vote -
3 votes
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Posting payment should show ALL claims money was posted to
checks should ONLY show claims where money was applied to. Why is it pulling all claims for a patient? When your posting and searching, the claims youve already applied money to should remain.
1 vote -
2 votes
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Certain Columns Required in Claims Wizard
In the Claims Wizard If service date, place of service, cpt code, diag1, or rendering provider are missing from a claim I want it to give a RED validation error and not let me or other the current user to continue.
This way it prevents me from accidentally generating incomplete claims and submitting them, only for them to be rejected.Currently it only gives a warning.
1 vote -
Highlight Multiple Selected Rows
When multiple rows are selected in a window such as the Claims Wizard or Manager, highlight the selected rows so that it is easy to tell them apart from those that aren't selected.
1 vote -
1 vote
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1 vote
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Option to not set Line Item status to overpaid for small differences
As long as Insurance posts what we expect OR MORE, then it is the correct settled amount. Typically only within $5 or less over expected amount else most likely error in posting. If the difference is less than $5, do not mark as overpaid.
1 vote -
Ability to post AR payments in NPAWorks
Ability to track invoice and EOB payments in NPAWorks and generate AR aging reports.
2 votes -
Collect client responsibility from appointment
An easy way for front office staff collect client responsibility while the patient's appointment window is open.
3 votes
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