Hidden Info in Financial Details

The Financial Details tab of Account Inquiry has a lot of information in the browse. This means that some of the columns will contain more information than they can display. For instance, it may only display a part of the Description, as shown here:

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In this case, the browse columns can be adjusted to any width you like. For the screen shown above, the only information getting cut off is in the Description field. To fix this, aim your cursor (pointer) directly over the vertical black line directly in between the two column headings (Description and Payor), click and hold the mouse, and drag to the right until the entire Description is visible:

Note that the last column, Substatus, has been extended beyond the side of the visible portion of the browse. To view this column, use the scroll bar that appears at the bottom of the browse:

How to Use Charge Change

Several similar questions have been submitted recently via the feedback button regarding the use of the Charge Change/Delete feature of Account Inquiry. To access this feature, right-click on a charge while in Account Inquiry:

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The Charge Change/Delete screen appears. You will notice that in the upper right-hand corner of the screen, the "Starting Date" field is set for you, and it is not possible to change it:

This is because Charge Change/Delete is designed to be used for only one charge at a time. To edit multiple charges, click on the Charge Entry quick access button on the top of the screen. Enter the date of the earliest charge you would like to modify into the "Starting Date" field, and now you can edit multiple charges one right after another:

Electronic Checks

In the past, when you received an electronic payment file containing multiple checks, you couldn't be sure when the funds from the checks would become available to your practice. Since you should not post a check until it has been deposited, an electronic file would contain the information regarding posted and unposted checks. When a check did arrive which needed to be posted, you had to identify both the file and the check.

GVT has added a major improvement for Electronic Payment Posting. Now, if you have a check that is ready to post, but don't necessarily know what payment file it is for, you can opt to simply enter the check number. Upon opening Patients > Payment Posting > Electronic Payment Posting, you will see two options at the top:

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Now, select the "Check Number" option and enter in the Check Number:

Press "Tab" on your keyboard or use the cursor to click inside the display area. Rexpert will find the check and display the file, payor and check amount. The displayed information can be used as a visual reference to verify that you have retrieved the correct check and continue the posting process.

Typing Shortcuts: Take 2

A user submitted question: "I post payments by using the keyboard rather than the mouse. When posting payments with a credit on the account there is the option to either Go To Refunds or Continue With Check. Can you make Continue With Check automatically selected so all I have to do is use the enter key instead of the mouse?"

This is a common type of question, as many people find that it is easier to quickly accomplish tasks by navigating with the keyboard instead of constantly moving from the keyboard to the mouse multiple times for every action. For any screen which comes up with buttons at the bottom, you can just press the underlined character of the button you want. So in this case, press the "c" key on your keyboard for Continue With Check:

Patient Privacy on Statements

Submitted via the Contact Us button: "I had a patient call me because she was concerned that her complete social security number prints on her statements (she has Medicare). Is there a way to black part of and/or eliminate the social on the patient statements?"

Medicare uses patient social security numbers as policy numbers, meaning that the Payor settings will need to be changed. To do this, go to Settings > People and Places > Payors:

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Note: Not all users have the necessary permissions to implement this fix, so if the menu option is grayed out, ask your system administrator or client support representative to follow these steps.

Select the Medicare payor. (If you don't know how to quickly navigate to the correct payor, visit the Payor Searching blog post.) Once you have selected the payor, press the Edit button. Click on the Payor Options 2 tab, and place a check mark in the box labeled Do not print policy # or group # on personal statements:

After checking the box, Save and Exit the screen. No policy numbers should print on future statements for this payor. If you have several Medicare payors, you will have to do this process for each one. If a policy number does continue to print, please contact client services, since your personal statement logic may need to be updated.