What kind of information do you put in Billing Notes?
How have they been useful? How could they be more useful?
In the billing notes, I put the Insurance claim numbers, account numbers, and descriptive text about money transitions. As an example of what I mean by that last point, in the recent discussion on <url=http://www.quickenforums.com/thread.jspa?threadID=600009796&tstart=0&mod=1155055347086>"Combining bills into one account"</url> I would not go through any of the effort that dbAnalyst described: rather all of that kind of history ends up as verbiage in the billing notes.
This is also where I document partial FSA payment.
How can they be more useful? Well... you could search them so that when I'm holding a piece of paper that only has a claim number on it, I could find the Expense I'm looking for. I could also search for a personal keyword like 'PartFSA'. Using it this last way would allow the personal keywords to act as a custom tag for records that cannot be grouped by any other field already available.
What kind of information do you put in Medical Notes?
How've they been useful? How could they be more useful?
Since v2 and the introduction of multiple services per Expense, I really haven't used the medical notes field except to describe any dosage information that I happen to know. My wife is starting to use QMEM, and she's asked what she's "allowed" to put there; so I know she's using them, but I haven't looked yet what she's putting there.
Do you print them out? For what purpose?
Haven't had a reason yet.
There's been a little talk of wanting to be able to
search the Notes fields. What exactly is it that you
would like to do, to what purpose?
Searching in the notes fields would reduce the number of times I'd attempt to scroll the Expense Log looking for a particular Date of Service.
Thanks,
Bruce
P.S. I know there have been threads talking about the
idea of
<url=http://www.quickenforums.com/thread.jspa?threadID=600006685&tstart=15&mod=1140735705658>medication notes</url> but I'd like to see what people are using
the current Notes areas for.
I've traditionally used the notes fields to track information that I'd like QMEM to track natively. In v1, I kept detailed medical notes describing all of the things that occurred during a particular visit. As soon as I got my hands on v2, I went back into every one of my old Expenses and turned all of those medical notes into Service sub-records.
So now, being able to track payments and debts somewhat independently of the Expenses <again referencing the above link as an example>, I'm keeping enough detail in the billing notes so that I could recreate accounts and single payments against multiple Expenses if a future version of QMEM allows me to track that way.
-Tony
BTW, I notice you're up aweful late tonight. Got a deadline coming up? ;-)
any of the effort that dbAnalyst described: rather
all of that kind of history ends up as verbiage in
the billing notes.
Adding 1 line to each of 2 QMEM events is too much effort for you????
Ai caramba!!
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?
> any of the effort that dbAnalyst described: rather
> all of that kind of history ends up as verbiage in
> the billing notes.
>
Adding 1 line to each of 2 QMEM events is too much
effort for you????
Ai caramba!!
No, it's the effort of:
1. Setting up the Expenses that represent the accounts to which you roll the account balances,
2. Making the two adjusting entries above, and
3. Filtering out the Account oriented Expenses when looking at the medical histories.
This is excessive effort for me because my QuickBooks file gives me all of the account and billing information that I need. Thus, I rely on QMEM purely for medical history. The double entry that I have to do is certainly more work than your solution, but the results more closely match how I think.
> > all of that kind of history ends up as verbiage
in
> > the billing notes.
> >
>
> Adding 1 line to each of 2 QMEM events is too much
> effort for you????
>
> Ai caramba!!
No, it's the effort of:
1. Setting up the Expenses that represent the
accounts to which you roll the account balances,
Such Expenses already existed (in both QMEM and Quicken). Remember, this was a merger of 2 previously existing expense lines, with 1 being the survivor.
2. Making the two adjusting entries above, and
3. Filtering out the Account oriented Expenses when
looking at the medical histories.
A) Since this is a rare (once a year or so) procedure, the number of entries is negligible (or, more precisely, TWO).
B) Since the entries cancel each other, why bother to filter them out?
You're making a mountain out of a molehill.
I rely on QMEM purely for medical history.
Likewise, BUT, I do expect my QMEM records to agree with
the outside world (i.e., the bills that I get). So when the provider "merges" the accounts ... so do I.
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?
What kind of information do you put in Billing Notes?
How have they been useful? How could they be more
useful?
I primarily use the "Billing Notes" to record actions relating to a billing dispute with either a provider or our insurance. Regular data recorded is timestamp (a nice MEM feature), nature of problem, whom I talked with, promises made, etc. Before V2 (which enabled the recording of multiple payments on a service), I'd record the date and amount of individual payments also.
What kind of information do you put in Medical Notes?
How've they been useful? How could they be more
useful?
I rarely (4-5 times since introduction of V1) use medical notes.
Do you print them out? For what purpose?
Since I can usually resolve billing disputes over the phone, I rarely print them out. I HAVE, on 1 occasion when I was meeting with the provider's business rep, printed the pertinent records & notes to take a hard copy with me.
There's been a little talk of wanting to be able to
search the Notes fields. What exactly is it that you
would like to do, to what purpose?
Since there is currently no easy way to identify IF an event has an associated note (other than opening up each event individually), I'd appreciate some search function.
Alternatively, just being able to preview the notes in the "Patient History" or "Find Expense" reports (prior to printing) would serve 99% of what I'd like in a search function. (The current Print Preview function doesn't serve the need since 1) the notes all print at the end of the report, rather than with the event, and 2) they SHOULD present on the initial screen (if I request their inclusion), rather than having to go thru File -> Print Preview.
db
--
Edited by dbAnalyst at 08/11/2006 7:51 AM
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?
What kind of information do you put in Billing Notes?
How have they been useful? How could they be more
e useful?
Billing notes are basically related to pieces of paper I'm waiting to receive. For example, when there is a doctor visit, lab procedure, etc. I make an initial entry in MEM.
At this point, it's "placeholder" entry and I put a date stamp in Billing Notes indicating something like "waiting on EOB." When the EOB is received and entered, I add a date stamp in Billing Notes indicating something like "waiting on Medicare Summary" or "waiting on provider invoice."
Other notes might be related to discrepancies between EOB, Medicare Summary, Provider Invoice, etc.
What kind of information do you put in Medical Notes?
How've they been useful? How could they be more
e useful?
Generally, very minor details concerning an office visit, lab procedure, etc. For example, in MEM I use a generic Laboratory entry under Service(s) to enter a number of routine lab services (blood work, etc.). I use the Medical Notes field to identify the specific lab procedure.
Do you print them out? For what purpose?
No. I have no need to print the notes.
There's been a little talk of wanting to be able to
search the Notes fields. What exactly is it that you
would like to do, to what purpose?
Personally, I have no interest in an ability to search the notes field.
What kind of information do you put in Billing Notes?
How have they been useful? How could they be more
useful?
For billing notes, I keep much of the same information already reported by others... waiting for certain documents or information, dispute info, if there any changes in how the claim was paid, etc.
What kind of information do you put in Medical Notes?
How've they been useful? How could they be more
useful?
I use medical notes frequently. I identify any specific issues that apply to the particular doctor visit (why'd I go in?), I record any info from the doctor that applies (answers to any specific questions that I want to keep for posterity), pertinent info on any medications (what the 'script is for), etc.
Do you print them out? For what purpose?
I have had a need to print out all information pertaining to one reason (so everything regarding reason X that I have seen doctors for & any 'scripts) so that I could take it in to a specialist. I wanted to be sure all my medical notes were available.
The drawback in the report is as follows:
I did not want any billing information, this didn't matter to my condition. AND, all the notes printed at the end, so it is very difficult to follow the timeline of what's happening (not every claim had a medical note).
There's been a little talk of wanting to be able to
search the Notes fields. What exactly is it that you
would like to do, to what purpose?
I could see this being useful, just allow a simple text search and present a list of the claims where the text is found (just like in your current Find results).
Thanks,
Bruce
P.S. I know there have been threads talking about the
What kind of information do you put in Billing Notes?
How have they been useful? How could they be more
useful?
I use the notes when there are special circumstances and usually to document discussions with insurance or providers. I like the date posting. What I would like is some highlighting to show there's a note in the field. Something like Excel's colored "dot" on cells with comments.
What kind of information do you put in Medical Notes?
How've they been useful? How could they be more
useful?
Have not used them yet.
Do you print them out? For what purpose?
No, but that's because I seldom print stuff
There's been a little talk of wanting to be able to
search the Notes fields. What exactly is it that you
