1) How are statuses working for people? I want to hear what’s not working, but I’m also open to hearing what is working. Any and all feedback is good feedback.
2) For those of you who have multiple insurances, what do you need to see in the log? If a service is pending: insurance, do you need to see which insurance it is pending? If you do need to see which insurance is pending in the log, what value do you get from seeing it there?
a. Does the same apply to providers? If a service is pending: provider, do you need to see which provider?
3) Are there situations where a service is pending multiple people (e.g., you and the insurance)? If so, what are those situations? How often do they occur?
Re: Can we talk about statuses? Jul 19, 2005 08:21 am
I use the
"reason" field for the purpose at the start of my
work, such as "authorization" I know that is with my
PCP, but I put the specialist name as provider so I
can keep track of which authorizations are still not
completed. After the authorization comes thru I
change the reason to BC fu (breast cancer follow-up).
I change the status field as appropriate throughout
t the process.
If I had 2 insurances I'd use the notes section to
keep track of who paid & who owed.
Hmmm, interesting use of the "Reason" field. I hadn't thought of that, but it is using the reason field for more than one specific item. I set the reason for the activity and don't change it, but I'll have to think how I might use it as you have...
I also keep track in the billing notes about the multiple insurances, but it's annoying not to be able to know which insurance company is pending (or whatever) status unless you look at the details
Re: Can we talk about statuses? Jul 28, 2005 09:21 am
Well, you could add all of your insurance co names in the Insurers list & just change that as it goes thru the process. Would that work for you?
Say Medicare is primary, First Health is secondary & Tricare is third. Have them all listed in your insurance table & go from one to the other as you receive your eobs & you're done with the previous carrier.
Re: Can we talk about statuses? Jul 30, 2005 11:06 am
Hi, SMK. Here's how I've been using the statuses:
Pending: Me
When would I use this? When I need to pay?
Use when you need to pay, also, I have a secondary insurance for some claims which I have to mail in after I've received an EOB from the primary insurance. Since this happened to be for multiple therapy sessions, I hold on to the the EOBs and batch several (possibly 2 weeks or 1 months worth) together. During this time, I set the status to Pending: Me because the next action for this claim is something that I have to do. Once I mail the info to the secondary insurance, I change the status to Pending: Insurance. (In other discussions, it has been suggested the Pending: ____ identify the insurance name here.)
Pending: Insurance
Awaiting the insurance company to act on the claim.
Yup.
Pending: Provider
When would I use this?
I have an HMO, and the providers submit the claim directly to the insurance, so when I post the entry to QMEM that I went to "Provider" on "date" and paid "$copay", I set the status to Pending: Provider because the next step is for them to submit to the Insurance. Perhaps the only reason I can do this is that I can access my claims/EOBs online and I can tell when the provider has submitted the claim. Once I notice the claim is posted on the insurance website, I change the status to Pending: Insurance.
Dispute: Me
When would I use this?
If I want to dispute the claim but I don't have all of the info needed to create a letter immediately, or if I don't have all the backup documentation readily available, I would use the Dispute: Me status to note the action is mine and that this claim is in dispute.
Dispute: Insurance
Used when I'm questioning why the insurance company
disallowed a service.
Yup.
Dispute: Provider
Haven't used this, yet. Would this be used when the
Re: Can we talk about statuses? Aug 21, 2005 09:15 am
re status pending provider:
I use this when the internist doesn't want to authorize a test that my oncologist wants done so I can keep after him till he oks it.
I also use it when I'm waiting to receive an authorization from my internist. Then I change the provider name to the lab or whatever & pending provider & change the date to my appt date.
Re: Can we talk about statuses? Aug 23, 2005 12:11 pm
I use status pending provider when I have convinced the provider to change the bill but I'm waiting for the new bill. This happens fairly often. Or when I received one bill and then I prevailed in the insurance dispute, so the insurance paid more $, and now I'm waiting for a new bill that reflects my updated balance. I will usually add billing notes explaining the situation too.
Re: Can we talk about statuses? Feb 25, 2006 08:26 am
For me, the Status field is a place I can indicate whether a service has been paid for or I'm awaiting a provider's bill. I file everything based on date of service, with each provider (if multiple ones involved, i.e., hospital stay) identified separately.
As a Medicare particpant with a secondary insurer, my biggest problem is relating the Medicare Summary Report, the insurer's Explanation of Benefits and the Provider's invoice. Too frequently I'll have two of the documents. If the missing one is the Provider's invoice then the Status is Pending: Provider. However, I sometimes get the bill before one or both of the other documents arrive. It would be great if there was some way to show on the expense log what documents have been received and recorded. With this type of indication I'll be able to see if I need to call Medicare or the insurer to get a missing document.
Re: Can we talk about statuses? Feb 25, 2006 10:09 pm
s123herm, If I understand your comments correctly, I typically use the Billing Notes field to provide details about a status flag and documents received.
For example, Pending:Provider may carry a note about waiting for the invoice. Pending:Insurance could carry a note about waiting for information from supplemental insurance or from Medicare.
If I I'm waiting for a document from each (maybe EOB in hand and waiting for an invoice from provider and a Medicare summary), I simply chose one of the status flags and let the notes clarify. ;\
Re: Can we talk about statuses? Feb 26, 2006 12:17 am
I use the Billing Notes essentially the same way. However, to see them I have to open the transaction and get into the details. I'd prefer to to be able to see what I'm missing by some icon on the Expense Log thereby eliminating the need to go to each line where something is pending.
Re: Can we talk about statuses? Feb 26, 2006 10:47 am
s123herm said:
I use the Billing Notes essentially the same way.
However, to see them I have to open the transaction
n and get into the details. I'd prefer to to be able
to see what I'm missing by some icon on the Expense
Log thereby eliminating the need to go to each line
where something is pending.
Yep. Having a visual flag on the Expense Log might be convenient, I think it's already crowded and real estate is pretty much at a premium.
A visual flag for each nuance of what paperwork might be pending would probably not be possible without a drop-down box and perhaps a subset of the drop-down. Clicking the item of interest and then Details > Billing Notes is probably no more difficult or time consuming that navigating a drop-down chain. Personally, I think keeping the Expense Log as simple as possible should be a design criteria. As discussed in other threads, there are currently some concerns about scrolling and navigation speed with v2. I'd hate to see that more negatively impacted.
Re: Can we talk about statuses? Feb 26, 2006 11:29 am
s123herm said:
> I use the Billing Notes essentially the same way.
> However, to see them I have to open the transaction
> and get into the details. I'd prefer to to be able
> to see what I'm missing by some icon on the Expense
> Log thereby eliminating the need to go to each line
> where something is pending.
Yep. Having a visual flag on the Expense Log might
be convenient, I think it's already crowded and real
estate is pretty much at a premium.
A visual flag for each nuance of what paperwork might
be pending would probably not be possible without a
drop-down box and perhaps a subset of the drop-down.
Clicking the item of interest and then Details >
> Billing Notes is probably no more difficult or time
consuming that navigating a drop-down chain.
I would prefer to deal with this using the Cost Calculator report. However, for this to work, three things would have to be added.
1: The entries in the Status drop down should match those in the Expense Log filter <in other words, "All", "All Open", "All Pending", and "All Dispute" should be added>,
2: A checkbox to allow viewing of the Billing Notes similar in nature to the checkbox that allows printing of Medical Notes for the Patient History report, and
3: The notes would actually have to show up on the screen when the report is run.
Personally, I think keeping the Expense Log as
simple as possible should be a design criteria. As
discussed in other threads, there are currently some
concerns about scrolling and navigation speed with
v2. I'd hate to see that more negatively impacted.
Exactly why I believe this should be handled in a report instead of on the Expense Log.
Re: Can we talk about statuses? Sep 03, 2006 10:46 pm
I would like to see the word COMPLETE as a status meaning I am totally done with that claim.
I start with my EOB for entering data, so anything entered has been paid by insurance, with the exception of a few declined things, so I have few PENDING INSURANCE. Normally I get the EOB before I get the provider's bill for the service.
I mark the newly entered EOB data PENDING PROVIDER until I get the bill showing the provider has actually credited the insurance payments. We average $50,000/mo in billing from a large cancer center (many providers) and I keep my entries pending until I can match up with the following months bill to know we are settled. At that point I would like the status word COMPLETE.
Could you just design the status where users could make their own entries, much like the other lists? We all have our own quirky way of thinking about status and if I could use my own entries, I would like it better than one size fits all.
Re: Can we talk about statuses? Sep 04, 2006 09:28 am
Quicken Hector wanted to know how these are working:
MEM has the following statuses:
- Pending: Me
- Pending: Insurance
- Pending: Provider
- Dispute: Me
- Dispute: Insurance
- Dispute: Provider
- Paid
Pending: Me
Don't really use. It would be used if I was supposed to provide info to Insurance or Provider. I don't procrastinate long enough to use it.
Pending: Insurance
Used when waiting for an EOB or for response from Insurance to a question I have asked.
Pending: Provider
Used when waiting for an invoice or for response from Insurance to a question I have asked.
Note ... If I'm waiting for both the EOB and invoice, the EOB usually comes first so I start off with Pending: Insurance
Dispute: xxxx
Seldom used but are obvious for dispute with Insurance or Provider. I don't typically dispute myself ... so Dispute: Me is a little odd. ;-)
Paid
Used when the entire process for that line item is complete. Typically, there are several payments so I agree that a better name for this one would be "Complete."
In all cases, I use the Billing Notes option with time stamps to track the process.
Having a "name your own drop-down" options would really not be of interest to me. It would add a level of complexity which I don't think is necessary.
This post is about: Quicken Medical Expense Manager V2 2007
I would like for this list to be customizable by me the user. That way I could list a type of status for each ins co and monitor better who has the action
> I would like for this list to be customizable by me the user. That way
I could list a type of status for each ins co and monitor better who
has the action
If this were to be implemented, then each entry in this list would need a switch [or flags] field to indicate if the status represents a pending, disputed, or closed Expense.
I'm not arguing against the feature [even though I'd probably never use it]. I'm just making sure that this [in my opinion] necessary corollary doesn't get excluded from the functional requirements spec if the feature is implemented.
This post is about: Quicken Medical Expense Manager V2 2008
For the "pending flex plan" use the field called "Tax & FSA Status". The "FSA-Submitted" status here would correspond to your "pending flex plan". This field is then used by the FSA Expenses reporting.
This post is about: Quicken Medical Expense Manager V2 2008
I have experienced all of the problems mentioned in this forum pertaining to "Status."
As suggested to Quicken a few months back, the user should ne allowed to "add" to the "status" pull down menu. Same as adding another drug to another pull down menu.
This post is about: Quicken Medical Expense Manager V2 2007
QMEM should allow for a "pending insurance 1, pending insurance 2 etc". This would give a quick look on the main screen as to which insurance is pending. In my case 1 would be medicare and 2 would be Blue Cross Blue Shield. If not using a number then allow the user to add the specific insurer name to the pending status.
This post is about: Quicken Medical Expense Manager V2 2008
I would also like to be able to customize my status list, or at least have the program provide a pending entry for each insurance company, as others have suggested, such as "Pending: Insurance1" or "Pending: Insurance2" where Insurance1 or Insurance2 is the actual name in the Insurers list.
I would also like to see "Pending: FSA" as a status option. I don't think this has to conflict with the FSA status for the report generation. If I am looking for overall status, I don't want to have to open up each entry to determine FSA status separately from insurance or dispute status. FSA is also part of the process.
I've only had QMEM for a couple of months, but I see this discussion has been going on for close to 3 years. What are the chances of seeing an updated status list?
This post is about: Quicken Medical Expense Manager V2 2009
I have an HSA. Around tax time I reimburse all the expenses since the last time I did it. At that point I need to change all the statuses to omething like reimbursed so I can exclude them from the next batch. A any time I'd like to see the total of unreimbursed expenses. In the best scenario I'd like to see the expenses grouped and totalled by a reimbursement code. SO I'd like three things:
A reimbursement code selectale as a filter
A status of "reimbursed" and a way to apply it to all expenses with a secified reimbursement code
A way to apply a reimbursement code to all expenses that have some other code including an option to replace all missing or blank ones)
Overall A find and replace on all elements in a filtere report would be truly wonderful too
Have you looked at the FSA Expenses report? (Click on Reports at left, then the FSA tab at the top.) Then select to "Show: FSA Expenses". If you have used the "Tax & FSA Status" field for each expense, then you can filter for the three FSA statuses that are available. These are FSA-to submit, FSA-submitted, and FSA-reimbursed.
The ability to select multiple claims and change the status code at the same time does not exist. You have to change each claim separately. There is also no "find & replace" capability. These are two items that have been mentioned in the past. Hopefully, these are features that will be added in the future.
