At the beginning of the calendar year, patient's deductibles reset. It would be great to be able to quickly identify these patients through a report, etc.
Absolutely need this. Managing client's insurance deductible is a significant challenge for practices that accept insurance. A couple of fields within the Bill To & Insurance screen for would help - as long as they could be reported on. For example, a check box option for "Client has a Deductible" and a field for "Deductible Reset Month" would be great and could potentially save users thousands of dollars to tens of thousands of dollars per year on mis-billed claims. An automatic reminder advising administrative users that there are active clients with deductibles about to reset would allow staff to be proactive and catch more of these situations that can have a significant negative impact on a practice's revenue cycle. Please add some kind of feature to help in this area.
We also have some plans that reset on the fiscal year (Oct 1st). It would be great to either create a report or get a notification to examine clients whose deductibles reset.
