I've been using the product for about a week now. After back entering this year's information from my notebook based system, I think I'm getting the hang of the way QMEM works.
Here's my question.
My AETNA EOB may have information for more than one family member per page. Each block of information has a separate Claim ID. Is there any where to easily enter a Claim ID. It would make it easier to later create a report for just that claim.
Maybe this has already been discussed and will be in the next release.
My AETNA EOB may have information for more than one
family member per page. Each block of information
has a separate Claim ID.
I have this situation too.
Is there any where to
easily enter a Claim ID.
Yes, in one of the Notes fields. I use the Billing Notes for this. But read on because this isn't the answer you were hoping for.
It would make it easier to
later create a report for just that claim.
The Claim ID won't help with that. The easiest way to find things is using the Date of Service. All reports specify a date range which applies to the Date of Service. That date should be on all communication from both Aetna and your providers <e.g. the EOB, statements, and bills>. If you have more than one expense for a single date of service, you can further refine your search in hopefully obvious ways.
Maybe this has already been discussed and will be in
the next release.
If you are unsure, you should search this forum before posting. I encourage you to read as many of the existing posts as you can tolerate as soon as possible. There is much to learn from just the questions others have asked.
Thanks,
Jeff
BTW, I encourage you to update your profile to reflect your current status as a MEM user.
I diagnosed with cancer and had surgery and now taking radiation and chemo treatments. These were all done in the same hospital, different departments and of course different ID numbers, therefore, I am having the same problem of trying to keep track of what piece of paper goes with what since radiation and chemo treatments have the same dates of service but different ID’s for each. For instance, I receive an itemized bill from the providers that has an ID number, then I receive an EOB with several Id's and then of course the bill from the providers with multiple ID's. I find it very confusing trying to locate the correct record to apply all the entries. As I do now, I wait till I have received all then sort by ID's and enter. If you had a separate field for the ID number and could locate by an ID for a record then it would be easier and less confusing when you have several dates of service for the same day and provider.
an itemized bill from the providers that has an ID
number, then I receive an EOB with several Id's and
then of course the bill from the providers with
multiple ID's. I find it very confusing trying to
locate the correct record to apply all the entries.
I know exactly what you are talking about, even though I don't have to deal with it as often as you do.
As I do now, I wait till I have received all then
sort by ID's and enter.
In my case, the ID numbers provided by the providers and the numbers that I saw on the EOB did not line up. So a Claim ID field would not have been helpful. I needed to match "Date Of Service" and "Amt. Billed".
If you had a separate field
for the ID number and could locate by an ID for a
record then it would be easier and less confusing
I hear you, but all I can say is "watch your pronouns." Most of the people you are addressing here are not Intuit employees. There is both a dedicated forum here for submitting suggestions, and a "Submit Feedback" button in your program. I encourage you to use them.
when you have several dates of service for the same
day and provider.
You can't have several Dates of Service for the same day. ;-) <Sorry. I know what you mean, but I can't help myself sometimes.>
I started inputting data yesterday and (thought) I ran into the same problem being disscussed--no field for the insurance company EOB reference number. However, I'm wondering now if the field labelled "Ref" (Insurance Payments popup window) isn't intended for that purpose?
In a similar way, there is no field in the provider expense window for provider Invoice number.
I understand that the heathcare industry has settled upon Date of Service as the key search criteria, but I have run into situations in the past where I'm asked for the actual EOB or invoice number.
Therefore, I will later provide feedback to management for the inclusion of these fields in a future update.
I started inputting data yesterday and (thought) I
ran into the same problem being disscussed--no field
for the insurance company EOB reference number.
However, I'm wondering now if the field labelled
"Ref" (Insurance Payments popup window) isn't
intended for that purpose?
No reason you can't do that. However, you have to remember that there can be multiple insurance payment entries, one per service, associated with an Expense.
Also, the key piece is whether or not you can search on the field. One of the purposes, in my view, of QMEM is to consolidate the various views of an Expense into a single record. So if you find one piece of paper and want to see the "rest" of the Expense, you should be able to specify search conditions specific enough to return exactly one Expense from the information on that paper... regardless of which paper you find.
In a similar way, there is no field in the provider
expense window for provider Invoice number.
Agreed. Keep in mind as you read the rest of these posts that hospitals typically use account numbers in a similar way. So anytime you read about provider account numbers, particularly related to a hospital, the discussion is around the same issue.
I understand that the heathcare industry has settled
upon Date of Service as the key search criteria, but
Only because it's the only piece of data on which all of the parties MUST agree. ;-)
I have run into situations in the past where I'm
asked for the actual EOB or invoice number.
Replace "invoice" with "account" in your above sentence, and I have too... with a hospital, of course.
I started inputting data yesterday and (thought) I
ran into the same problem being disscussed--no field
for the insurance company EOB reference number.
Which is why I use QMEM as the "index" into my paper files.
Until Intuit allows more flexibility in input, searching and reporting we'll have to continue to create workarounds for this very straightforward issue.
db
THINK IT THRU! Have you explained your issue so that someone who knows nothing about you, or YOUR Quicken setup, can understand what your issue is? Are you using standard Quicken terminology, particularly with respect to FILES, ACCOUNTS and CATEGORIES?
I also have Aetna. I enter the EOB number in the insurance payment detail. There is a column call REF for reference. Unfortunately it doesn't show up on any of the reports and you can't search for it. I use date of service and amount billed to find things. The REF number is buried a couple of layers deep, but at least it's there should I need to find it. I use the "billing notes" to enter the providers reference number.
I don't know how your organize things, but I find it easiest to enter my expenses directly from Aetna's EOB, using their names for services rather than from the providers bill. I don't enter anything until I have an EOB, then try to match the providers bill to the Aetna entries later.
