patient now - is there a way to pull a report to see if all appoitments were invoiced

by Bennett Simonis 6 min read

Support | PatientNow

27 hours ago Email Us. Send your questions directly to support@patientnow.com. If you have an urgent issue that requires a detailed discussion, please feel free to speak with a live representative at (800) 436-3150, ext. 1 (Sales), ext. 2 (Support). Phone support is available 6 a.m. – 6 p.m. MT, Monday – Friday (excluding holidays). >> Go To The Portal


How do I view invoices for a specific customer?

You'll need to pull up the Sales by Product/Service Detail report (to show the line items) and Transaction List by Customer report (to show the invoices and payments applied against it). On the other hand, here's how you to customize the Transaction List by Customer report to show a single/specific customer: On the left pane, click Reports.

How does patientnow work?

Patients can sign forms, view medical documents, upload images, make appointments and access educational materials in a safe, secure environment. PatientNow’s integrated payment platform makes check-out a breeze with multiple payment options and tools to streamline the process. Our payment solution offers robust data security and is PCI compliant.

What happens if a patient is late for an appointment?

If your insurance contract allows you to bill the patient for missed time, let them know what they can expect to pay. For example, a patient is scheduled for a 45-minute appointment and arrives 15 minutes late. You will bill insurance for 30 minutes and expect the patient to pay for 15.

How to schedule a follow up appointment in epic?

Epic-> scheduling-> work list -> follow up -> select "no show follow up report" in left menu -> dates for date range -> run -> find patient and highlight-> click on reschedule in activity tool bar -> click reschedule button at bottom->then make appt form opens

What is PatientNow payment?

PatientNow’s integrated payment platform makes check-out a breeze with multiple payment options and tools to streamline the process. Our payment solution offers robust data security and is PCI compliant. Plus, highly competitive pricing means you’re sure to get the best value.

What can be analyzed quickly and easily in the reporting system?

Financials, inventory, payments, productivity and reputation management can be analyzed quickly and easily in the reporting system. Gain real understanding and find time and money-saving efficiencies throughout your practice.

What can patients do with a syslog?

Patients can sign forms, view medical documents, upload images, make appointments and access educational materials in a safe, secure environment.

How much of the inquiries do you retain with RXMarketing?

Thank you [RxMarketing], with your help we are able to retain 75-80% of the inquiries we receive, as compared to before when we were losing 45% of the patients who called or emailed for appointments.

Does RXPhoto take patient photos?

With RxPhoto, managing patient photos is no longer a time consuming chore. There is no need to upload and label photos, the software does it for my staff automatically.

How long should you bill insurance for missed appointments?

For example, a patient is scheduled for a 45-minute appointment and arrives 15 minutes late. You will bill insurance for 30 minutes and expect the patient to pay for 15.

How to set the tone for a patient?

Set the tone by emphasizing the importance of respecting each other’s time. Let patients know that their tardiness or absence hurts other patients whom you could have seen during that time.

What is an initial visit?

The initial visit is the time to review with the patient your policies and the informed consent. Your informed consent ideally details how you deal with insurance, reminds patients of their financial responsibility for the services you provide, and lays out your billing procedures. It should also clearly state your policy when patients cancel appointments, arrive late or don’t bother showing up at all.

Is a missed appointment covered under the meeting heading?

This insert would fit logically after any discussion of missed appointments. (In the HIPAA for Psychologists or Trust’s Psychotherapist — Patient Agreement, late appointments are covered under the “Meetings” heading.)

Is the Patient Agreement covered by HIPAA?

Items 2 and 3 are already covered if you used for your informed consent the Psycho therapist — Patient Agreement provided in the HIPAA for Psychologists Privacy Rule compliance product from the APA Practice Organization and the Trust ( also available for download from the Trust’s website). You should remember, however, to also discuss these issues with your patient.

Is a written policy good?

You know you will need to deal with these situations from time to time, so have a good written policy in place beforehand to govern how you handle them. Not only is it good business; it is good risk management. When you can rely upon a written document that the patient has signed, that individual is less likely to file a complaint, let alone prevail.

Is item 4 covered by informed consent?

Item 4 is not covered by those documents, but you can include language like the following in your informed consent:

Where is Help in QuickBooks?

In your top menu bar, go to Help, then QuickBooks Desktop Help.

Does the transaction list by customer show a positive or negative credit?

The Transaction List by Customer report will show the payment as positive . However, the credits will show as negative. You can add the Open Balance column as a workaround. It will show you the customer's available balance. Here's how:

Does invoice plus payment add up to total?

That makes absolutely no sense that one would need to add up invoices and payments for a total. Invoice plus + Payment should net a balance not the total of the two.

Where is the "more" button on a bill?

Click More from the bottom portion of the bill.

Can you show line item description on invoice?

There's currently no option to show the line item description on the invoice and the payments, on a single report. You'll need to pull up the Sales by Product/Service Detail report (to show the line items) and Transaction List by Customer report (to show the invoices and payments applied against it).