TotalMD has a great aging report that is built into the system that will allow you to track unpaid monies by payer, by patient and by code. Go to Activities>Insurance Aging Drill Down:
You will then see the Insurance Aging Drill Down screen:
You can then choose your Primary, Secondary or Tertiary claims:
You can also choose which charges to show; current, 30-, 60-, 90- and 120-day outstanding charges:
You will then see all of the insurance companies with outstanding balances:
By clicking the plus (+) sign, you will see all patients that are included in these totals, with totals in the time columns:
By clicking on the plus (+) sign next to the patient name you will see the individual outstanding charges:
From this screen, you can click F7, which will take you to the ledger for this patient. To the right there are links that will take you various places within the program. Clicking on the Claim Number, it will take you to the picture of the form:
By clicking on the Billing Number, it will take you to the billing for this claim:
By clicking on the patient name, it will take you to the Patient Information screen:
Another suggestion is to bookmark the Insurance Aging Drill Down screen for ease of moving around in TotalMD:
If you have questions regarding this functionality of TotalMD, please contact our support or training departments at 800-613-7597 Option 2 for Support or Option 3 for Training. If you would like a printable copy of this article, please contact Training at Option 3.