Statements/Account

drtech · Post by **drtech** » Sat Feb 16, 2008 9:14 am

I would like to make an option for default choice of intermingling family members or not for statements and the account. Pref Table

Also on the account, the bold balance view with view on insurance information is no longer there. OK to now go ahead and add that back in now that the reworking of the account is done?

I look forward to trying out the new account, statements, and billing!

Post by **jordansparks** » Sat Feb 16, 2008 9:28 am

That's fine. Just be sure to name it starting with something very descriptive of the general purpose of the pref. There are a lot of prefs that I let slip through with bad names. I would suggest "AccountIntermingleDefault".

Isn't the bold balance no longer relevant with everything clearer? Everyone now has a bold red number that should be exactly the same bold red number you had before. I'm willing to make this number bigger if that's the problem.

I plan on having a third tab on the upper right to show insurance info if that's what you're after. Let's talk about the "bold balance" issue before you add it back in. It seems to add unnecessary complexity.

drtech · Post by **drtech** » Sat Feb 16, 2008 9:58 am

ok...yes I saw you had an ins tab in for a while...got to go now, but will talk about it later

drtech · Post by **drtech** » Sat Feb 16, 2008 2:12 pm

After looking over the account again, it looks pretty good, but there is unused space, especially if you don't subtract ins estimates from pt balances.

I would personally rather use that space for a bigger display of the balance. I also would still like to include the 1) Est, after insurance (which is just the same as if you did subtract ins. to see what it will be) 2) Ins Pending and 3) Ins remaining. I think those do need to be visible all the time as they help with the overall situation of the pt account, knowing if ins truly is likely to pay for the balance or not.

To reduce complexity for the user, I suggest:
1) eliminating the Bold Balance view option and just to show it when the "don't subtract ins estimates" is checked. (Because that is where the room is created when that est box disappears)
2)Including the ins info to the right kind of like I had before, - the never working pymt plan deal since that is NA now.

i will post a version here in a bit for you to look at

drtech · Post by **drtech** » Sat Feb 16, 2008 3:32 pm

can we change old pref names and use them for something else?
eg intermingle family members instead of simple statements?

Post by **jordansparks** » Sat Feb 16, 2008 5:05 pm

I don't quite understand your last question. We can delete any existing pref we want as long as we do a "find text in files" to make sure it's not in use.

As for the unused space... I'm willing to put some insurance info always showing.

As for making the bold balance bigger... I'm going to make it a little bigger and see what you think. I see no reason to vary it between offices. It just makes maintenance more difficult.

drtech · Post by **drtech** » Sat Feb 16, 2008 5:42 pm

ok... I think that will do for the balance....Thanks
I will put in the ins info in now

What I was wondering is if we can rename an old unused row in the pref table or do those have to stay there for any reason (eg bold account view, and simple statements). But if I understand you right, any can be deleted with no consequence as long as it no longer appears in the code right?

Also is there any way to insert a vertical line (like a spacer between the balance and the ins info) without drawing it with code?

Post by **jordansparks** » Sat Feb 16, 2008 7:31 pm

The way to draw a line is to draw a filled panel of a narrow width and possibly no border.

There are far too many amounts at the top of the account that all seem to be identical. The way I want it to look is:
Total-InsEst=Balance, where balance is the big red number we tell the patient to pay.
Help me understand how you would want it to look if you could totally disregard what I did. I'm guessing it would be:
Total (big red), and then -InsPend=AfterIns
Now you will notice that other than some minor label changes and which one is red, we are both using the same three fields and they are in the same order for both of us, and yet you seem to have five:
Total, InsEst, Balance, AfterIns, InsPend.
It doesn't make sense. I suggest we get rid of the last two and simply rework the three that we both use anyway. I'm going to go ahead and make the changes to the first three so you can see what I'm talking about without touching the stuff you're doing until you've had a chance to look at it. Ins Left could still remain after we are totally done, as it is really the only new field you added.

The one thing I need to make sure of is that you are not actively working on that file.

drtech · Post by **drtech** » Sat Feb 16, 2008 9:12 pm

I would like to have

(0-30)(31-60)(61-90)(>90)=(BALANCE) | (Bal Est after Ins) (Ins Pend) (Ins Remaining)

The stuff to the right is not part of the equation, just extra info, and the reason to separate with a divider. This is how it would work with "do not subtract ins estimates" except currently it also has the (total) box that is redundant for this format.

Now if you don't subtract ins estimates then:

(0-30)(31-60)(61-90)(>90)=(total)-(InsEst)=(BALANCE) | (Ins Remaining)

as you suggest is the best way and there is only one additional field.

Before, my "bold balance" panel did just like described above where it covered up the unnecessary (total) box along with the smaller balance and blank spot where the ins est used to be and replaced that with a large balance box. Then all that info was to the right.

What are your thoughts?

Post by **jordansparks** » Sat Feb 16, 2008 10:24 pm

I committed a rough draft of what I meant. It should be quite clear now. I won't mess with it any more until I'm sure it won't interfere with you.

drtech · Post by **drtech** » Sun Feb 17, 2008 6:20 am

yes, I like that appearance.

and one more thing, I think we need to show a similar item on the statements when "balances don't subtract ins" is on. Just like on the account, can we show ins pending to the right of the balance. I think that would be helpful for patients.

Post by **jordansparks** » Sun Feb 17, 2008 7:24 am

Can I work on that section some more then without interfering with you?

drtech · Post by **drtech** » Sun Feb 17, 2008 11:52 am

yes...go ahead

drtech · Post by **drtech** » Mon Feb 18, 2008 2:34 pm

Account: Looks great

Statements: If you aren't working on them right now, I would like to make a few changes.
1) We do need to keep an option to not show the ins est for offices that do not take any assignment of ins. I can add that in along with the option to default to intermingle
2) I would still like to make a few minor but I think very helpful changes for usability and readability for patients. This is for "balances don't subtract ins" users and also for those who do accept assignment:

I think adding the boxes next to the aging is too confusing because there are too many numbers lined up. Instead of just having the boxes extended, I would like for there to be this written out in three lines so it is very clear for someone reading the statement:
-Current Account Balance: $500
-Charges Pending with Insurance: $300
-What you owe now: $200

My Idea is keep the current aging block, minus the additions the other day and write these out in word form, similar to above, directly to the right instead. Then I would move the blocks that are currently next to the aging up near the top like below. I think it would be clearer.

What do you think?
(this is for "Don't subtract ins est from balance" users. who do accept assignment like our office but want to keep the balance the full amt in case ins doesn't pay.)

Post by **jordansparks** » Mon Feb 18, 2008 2:53 pm

I already made the changes to it so that it functions just like the Account module. I notice in your screenshot that the number $744 is shown three times, and the numbers $639 and $105 are both shown twice. This is even more confusing than having a few more boxes next to aging. Why on earth would you want to show the same exact thing three times?

One thing I am open to is getting rid of the actual boxes around the last three numbers so that it doesn't look like there are so many boxes. So the text would just float without any box, just like it does now in the Account module after the recent changes. I am also open to making the most imporant number big and bold, just like in the Account module.

Post by **jordansparks** » Mon Feb 18, 2008 3:06 pm

One more thing. If you accept assignment, then you really should stop using the "Don't subtract ins est from balance" option. If you use that option it will ask the patient to pay $639 on their bill, not the $105 that you have shown. Please note that the "Don't subtract ins est from balance" option now has very little affect on the patient account. The running balance on each person's account now never subtracts the ins est regardless of which option you choose. The ONLY difference when using this option is whether the big bold number at the top (and how much you tell the patient to pay) is before or after insurance is figured in. The "Don't subtract ins est from balance" option, therefore, is only for offices that do not accept assignment. The running balance will still show as the full amount, just like you want so that there is no confusion that the patient still owes if insurance doesn't pay. In fact, estimates now show up almost nowhere in the main account grid. Just about the only place I can think of where an estimate shows is on a claim that has been sent and not received. But that's just informational. Claims never affect the balance now since the payment is on a totally separate line a month later.

drtech · Post by **drtech** » Mon Feb 18, 2008 5:51 pm

One thing I am open to is getting rid of the actual boxes around the last three numbers so that it doesn't look like there are so many boxes. So the text would just float without any box, just like it does now in the Account module after the recent changes. I am also open to making the most imporant number big and bold, just like in the Account module.

Yes, That is basically what I was asking. The thing we want to make sure is the account balance is clearly shown in addition to what is due now. I think the floating info and bigger print is helpful like I have. I know you want to keep it as plain and simple as possible and I do too, it is just I think usually all the patient wants to know are the basics and they should be easy to find

I didn't know it was different now for the running balance with subtracting/not subtracting ins est. since I haven't tried it with real data yet. That is good.

The only reason I had it repeating in the upper section and the lower is to
keep all the info visible for the pt since they cut it off and would no longer see the lower section. But that is prob overkill like you say.

drtech · Post by **drtech** » Mon Feb 18, 2008 8:38 pm

I am trying to test out how the new math works...i can't seem to make claims, it keeps giving me an error.

} else if(ClaimProcsForClaim[0].ProcDate.Year<1880) --> Index out of range in CalculateandUpdate in Opendental.Claims

is it not fully functional yet?

Post by **jordansparks** » Mon Feb 18, 2008 10:09 pm

It works fine for me. So one of us probably did not perform the manual upgrades properly from ClassConvertDatabase. I'll start with a fresh 5.5 database just to make sure. I might not have time to look into it for a few days. I think you're going to enjoy the new calc method. I should have done that a long time ago.

drtech · Post by **drtech** » Tue Feb 19, 2008 2:00 pm

Ok...works now, I was sure I used a clean 5.5 trial data base and updated that yesterday, but must not have been current. Sorry for the trouble

OK, how about the statement more like this:

Post by **jordansparks** » Tue Feb 19, 2008 3:34 pm

Perfect. Except I'm not quite as fond of the big bold fonts as you. Maybe just a little bit smaller? The insurance line would be a bit shorter if it were, "Insurance Pending". Then things would line up a little nicer.

drtech · Post by **drtech** » Tue Feb 19, 2008 6:06 pm

I suppose a bit smaller, but I still think it should stand out the most. I that would be fine to change the text to shorten it.

drtech · Post by **drtech** » Tue Feb 19, 2008 8:29 pm

OK, so that above is just a photoshop edit, so I will see if I can make it happen in the code in the next day or so. If you can do it easily, then go ahead b/c it will prob take me a while.

Post by **jordansparks** » Tue Feb 19, 2008 8:47 pm

It would take me a few hours and I don't really have time.

drtech · Post by **drtech** » Wed Feb 20, 2008 6:16 am

ok...i will get it done

Post by **jordansparks** » Thu Feb 21, 2008 8:04 am

I need access to edit the statement ASAP. Please let me know if you either haven't started, or the moment you are done. Adding payment plans to the statement is the only thing holding up the release of 5.6, so I'm eager to get going on it.

drtech · Post by **drtech** » Thu Feb 21, 2008 8:12 am

Yes, i was wondering if we were going to have those on there. You can go ahead and work on it...I posted a change to put in the aging different view this morning. It is functional, but not done as I need to put in when to not show it and put in the shading like my example. Anyway, go ahead and I won't touch it until you are done with the payment plans. When you are, let me know and I should be able to finish my part up right away.

Post by **jordansparks** » Thu Feb 21, 2008 9:12 am

Thanks. Yes, that's the correct way to move the grid. Also, it should always show, right? Just the wording would be different.

Mifa · Post by **Mifa** » Thu Feb 21, 2008 9:40 am

Just a quick comment from a member of the foreign-speaking club (who's also eagerly waiting for this improvement). Please be kind enough to program all those fields/comments/column headers so that it will be possible for us to translate them all through the translation menu/table.
Thanks!

drtech · Post by **drtech** » Thu Feb 21, 2008 9:44 am

Yes, I thinking it would always show, just different wording except for if(!Stmt.HidePayment) {
What is that and do we need to include that?

You could change the text for the payment plans too, maybe add a line if you think that would be helpful for a complete summary.

drtech · Post by **drtech** » Fri Feb 22, 2008 1:24 pm

Very glad v5.6 is ready for testing!

first thing i noticed...

payment plans... I thought a summary was going to show on the statement? From what I can see, it still decreases the balance but then doesn't make it clear there is a payment plan and or terms (besides the line one line in the main grid). So it is difficult for anyone to see what the entire balance is on the account. I would like to always keep that very visible. However, I know doing that can be hard because of the math and starting new plans etc... Could we:

1) Add a line that says "Payment plan on Account" or something like that and give the account balance in total (Because how is someone to know what is the total balance on the account if they would like to go ahead and pay it all off?)
1) include the payment plan grid like in the account above the main grid on the statement. that would include the terms.
3) Other option would be to include the payment plan print out on the statement instead of the payment plan grid on the account.

what do you think?

drtech · Post by **drtech** » Fri Feb 22, 2008 2:00 pm

never mind...i see you already included that on known issues:

yes, I wasn't done with the words on the statement, so I can change those in the head version and you can port back if you like.

what about doing this to match the statements? (owed now and balance switched on the regular view)

n

drtech · Post by **drtech** » Fri Feb 22, 2008 2:36 pm

I posted a change to the balance labels on the statement to the head branch.
I will make further changes and make one option match the account wording for "balances don't subtract ins" with the last line reading "After Insurance" and another option to not show the ins pending or after ins at all.

drtech · Post by **drtech** » Sun Feb 24, 2008 3:32 pm

Jordan, just posted update to the statement summary. Check it out and if you approve, if we could add it back to 5.6 sometime tonight I would greatly appreciate it so i can try it out tomorrow

or actually, I will just add it in my local copy, so no hurry

Post by **jordansparks** » Sun Feb 24, 2008 5:20 pm

I'm working harder on bugs and on the manual. Then I can come back to wrapping up statements.

drtech · Post by **drtech** » Wed Feb 27, 2008 9:25 am

Converted my live database today and working with the beta

a few suggestions that I know have been mentioned before:

1)it seems we may need to hide the write offs and payment details from showing twice as I think that is confusing (once on claim and once on payment)...don't know on which one it would be better

2) add a different color option for ins payments

3) different color for received claims

# 2 might solve #1 (although not on b/w statements)

drtech · Post by **drtech** » Wed Feb 27, 2008 9:58 am

I posted and change for the option to auto select entire family, and it works some of the time, but not always, so I have more work to do on that

drtech · Post by **drtech** » Wed Feb 27, 2008 8:17 pm

Ok, testing out my newly added code for statements today, I found one of my logic statements to be flawed. I am trying to detect if there is insurance involved, but I forgot that the guarantor may not have ins even though others in the family do. Can somebody give me a proper if statement for true or false?

1 True if anyone in the family has ins
2 false if no one in the family has ins

this would be in FormReportStatement

currently I just checked PatGuar.HasIns=="I", but that is flawed if some people in the family have ins and others do not

Post by **jordansparks** » Thu Feb 28, 2008 8:23 am

That field is also flawed because it's not always necessarily up-to-date. Without looking at it, I think you would have to run a query.
SELECT COUNT(*)
FROM patplan,patient
WHERE patplan.PatNum=patient.PatNum
AND patient.Guarantor=123
I did not test the above query.

drtech · Post by **drtech** » Sat Mar 01, 2008 1:38 pm

I am trying to add in colors of the account grid for ins payment etc...

I can't seem to find where the colors are set? can you point me to the correct location to put in the definition colors?

drtech · Post by **drtech** » Sat Mar 01, 2008 7:17 pm

nevermind....i found it in accountB

DrK · Post by **DrK** » Sun Apr 06, 2008 11:14 pm

Jordan & David

I just upgraded to 5.6. please let me know if there is a way to show (Ins Remaining) info on the account info bar.

also is it going to have the pop up insurance info (very useful).

Thanks you

drtech · Post by **drtech** » Mon Apr 07, 2008 9:31 am

Yes, I put that back in for v5.7 again

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Statements/Account

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Re: Statements/Account