Scan EOB when No insurance payment is made

For users or potential users.
Post Reply
rhaber123
Posts: 415
Joined: Fri Dec 11, 2009 12:09 pm

Scan EOB when No insurance payment is made

Post by rhaber123 » Mon Nov 28, 2016 6:16 pm

when we receive a payment / check from the insurance, and when we post the payment, and we finalize the payment, OD allow to scan the EOB, and attach it to the claim to be viewed later when needed.
If no payment was made by the insurance, we can not scan the EOB and attach it to the claim, because no check was posted.
Am I missing something!!! cant it be done the same from here??


note: the workaround we are doing now: -My receptionist now has to go to the images module, scan the EOB, and import it in the patient chart, but it is not linked to the claim

User avatar
Arna
Posts: 444
Joined: Tue Jul 09, 2013 3:16 pm

Re: Scan EOB when No insurance payment is made

Post by Arna » Tue Nov 29, 2016 11:00 am

That functionality has been requested in Feature Request 2883- "Attach individual no payment claims to EOBs". Go ahead and throw some votes that way if you're interested in having it added to the software.
Entropy isn't what it used to be...

Arna Meyer

rhaber123
Posts: 415
Joined: Fri Dec 11, 2009 12:09 pm

Re: Scan EOB when No insurance payment is made

Post by rhaber123 » Fri Dec 02, 2016 8:57 am

Today I found another workaround, but it works only if we have 2 or more procedures in the insurance claim

Posted the following payments by procedure and not as total:
pay procedure 1 the amount of: 0.01
pay procedure 2 the amount of : - 0.01 (negative)


now we can create a check for $ 0 , and we can scan the EOB
Last edited by rhaber123 on Fri Dec 02, 2016 8:24 pm, edited 1 time in total.

User avatar
Arna
Posts: 444
Joined: Tue Jul 09, 2013 3:16 pm

Re: Scan EOB when No insurance payment is made

Post by Arna » Fri Dec 02, 2016 12:40 pm

Workarounds have other consequences, though, such as changing your production and income reports. Just be mindful of that before implementing that change into your workflow.
Entropy isn't what it used to be...

Arna Meyer

enamelrod
Posts: 462
Joined: Tue Jul 24, 2007 9:51 am

Re: Scan EOB when No insurance payment is made

Post by enamelrod » Sun Dec 04, 2016 2:58 pm

Sounds more like an oversight or a bug in the program vs a function request, but i will vote for the update

User avatar
Arna
Posts: 444
Joined: Tue Jul 09, 2013 3:16 pm

Re: Scan EOB when No insurance payment is made

Post by Arna » Mon Dec 05, 2016 9:23 am

Awesome- thanks.
This is a feature that I know a lot of users would love to see added to the software.
Entropy isn't what it used to be...

Arna Meyer

enamelrod
Posts: 462
Joined: Tue Jul 24, 2007 9:51 am

Re: Scan EOB when No insurance payment is made

Post by enamelrod » Wed Dec 07, 2016 6:59 am

so what is 2605 request that was completed? 2605 states in its description "EOB, allow scanning and attaching even when the total payment was zero."

User avatar
cmcgehee
Posts: 711
Joined: Tue Aug 25, 2015 5:06 pm
Location: Salem, Oregon

Re: Scan EOB when No insurance payment is made

Post by cmcgehee » Wed Dec 07, 2016 8:06 am

Request 2605 is to allow attaching an EOB where a claim payment exists but the sum of the payments is zero. Request 2883 is to attach an EOB to a claim when there is not insurance payment at all.
Chris McGehee
Open Dental Software
http://www.opendental.com

rhaber123
Posts: 415
Joined: Fri Dec 11, 2009 12:09 pm

Re: Scan EOB when No insurance payment is made

Post by rhaber123 » Wed Dec 07, 2016 12:41 pm

It looks like request 2605 is similar to this scenario

Posted the following payments by procedure and not as total:
pay procedure 1 the amount of: 0.01
pay procedure 2 the amount of : - 0.01 (negative)


now we can create a check for $ 0 , and we can scan the EOB

pstuckey
Posts: 8
Joined: Sat Apr 12, 2014 9:58 am

Re: Scan EOB when No insurance payment is made

Post by pstuckey » Fri Jan 06, 2017 7:28 pm

We approach this differently. We batch scan all the EOB's at the end of the day and create one PDF with all the EOB's for that day. We have a master file for EOB's on our server to which we save the EOB's. When the EOB file is opened you see each year, then the month. Once the month is opened, we name the file like this, "EOB 01-05-2016" and save. If you ever need the EOB, the date needed will be in Open Dental. Simply find that date in the EOB file, bring up the appropriate PDF and scroll to the needed individual EOB. This method cuts down on the busy work of scanning and attaching each individual EOB.

allends
Posts: 235
Joined: Fri Aug 23, 2013 11:29 am

Re: Scan EOB when No insurance payment is made

Post by allends » Mon Jan 09, 2017 8:07 am

Feature Requests 2883 and 2605 are both complete and will be available with the release of 17.1
Allen
Open Dental Software
http://www.opendental.com

Pruce Dental
Posts: 290
Joined: Tue Feb 09, 2010 2:39 pm
Contact:

Re: Scan EOB when No insurance payment is made

Post by Pruce Dental » Tue Jan 10, 2017 7:27 pm

looking forward to this!!!
Robert L. Pruce, DMD
www.prucedental.com

enamelrod
Posts: 462
Joined: Tue Jul 24, 2007 9:51 am

Re: Scan EOB when No insurance payment is made

Post by enamelrod » Tue Jan 10, 2017 8:10 pm

now thats magical

Post Reply