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new provider won't show in ded/oop report menu
Feb 18, 2006 03:33 am

[dannyred]
dannyred

Total posts: 5
Windows XP
I just entered a new provider (to keep track of the RX portion of my policy) I entered all info, changed the plan period to coincide with other policies - and made 1 entry. Then went to reports area and tried to find new provider in pull down menu - could not see it. Shut down QMM and reopened - still no luck. Transaction appears in other areas. Any ideas??
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[dannyred]

Total posts: 5
Windows XP
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Re: new provider won't show in ded/oop report menu
Feb 18, 2006 03:38 am 
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I just figured out what was missing. I entered the provider payment as zero which helped QMM ID the provider - Now it works

I just entered a new provider (to keep track of the


RX portion of my policy) I entered all info, changed


the plan period to coincide with other policies - and


made 1 entry. Then went to reports area and tried to


find new provider in pull down menu - could not see


it. Shut down QMM and reopened - still no luck.


Transaction appears in other areas. Any ideas??

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[apwilhelm]
Illinois
Total posts: 1302
Voted helpful: 10
Number of years using Quicken: 2 to 5 years
Quicken Premier 2007
Windows XP
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Re: new provider won't show in ded/oop report menu
Feb 18, 2006 06:49 am 
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I just figured out what was missing. I entered the


provider payment as zero which helped QMM ID the


provider - Now it works


I'm glad you got this figured out. However, I'd like to point out for future questions that the word "provider" as used in QMEM and on these forums refers to a medical practitioner. You were asking about "insurers" in your questions.

-Tony

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[Bruce, Quicken]
Intuit Employee

Total posts: 73
Quicken Medical Expense Manager V2
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Re: new provider won't show in ded/oop report menu
Feb 20, 2006 01:23 am 
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You're exactly right, dannyred. MEM doesn't know who the insurer is for an expense, unless one flags it in the Insurance Payments screen (even if the insurer pays zero for this expense).

We've seen three common reasons people didn't see what they expected to on the Deductibles Report:

  • the parameters weren't right (in-/out-of-network, individual/family, insurer or time period)


  • the insurer's plan wasn't set up (on Insurer Details screen, the Deductibles/OOP Max tab) -- if this isn't done, the insurer won't be on the Deductibles Report page


  • the expense wasn't flagged for that insurer.
(This is not counting known issues such as copays or coinsurance that don't count toward the deductible.)

Thanks for asking, dannyred -- and answering!

Regards,

Bruce

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