Medical Statement/Invoice Design - ideas for easy to read examples

[Guest guest]

I thought I had a reasonable Medical Office Statement that we are sending out to patients.

But now that I look at it and with some comments from patients, I guess it is a little confusing.

Any critique on the example of my Statement below -- or post examples of yours that you think are better or good.

 

In the example below, I thought the example was OK --

 

Claim # with DOS.

Then lines of what code/service and the charges.

Then a list of the XYZ Health Payment -- the insurance company's payment.

Then a payment of what the patient owes.

 

I suppose there are better ways to organize this stuff - would love to see posts of other examples.

 

 

Thanks

Locke, MD

[Guest guest]

Apparently, the previous statement is not the one that gets sent out by my clearing house -- GatewayEDI -- to patients.

The previous example was what I can see on my EMR.

 

Attached in pdf is the version that gets sent out.

It's better.

 

The main thing I could see changing -- the description for the labs, visits, etc.

I can update these phrases in my EMR and they will print out how I update them.

For example, patients may not know what HPV typing is.

I'll need to think about how to update these and what they should say.

For example, the Draw -- is the fee charged for drawing -- never get paid that, but it is a cpt charge.

 

Also, below is an example of what it says on the statement when the insurance adjusts off a certain amount.

I wonder if this phrase should be stated differently.

 

National Foundation Life Ins Adjustment should probably be phrased differently.

Suggestions?

 

 

Locke, MD

1 of 1 File(s)

StatementExampleLFM.pdf

[Guest guest]

Only two out of the six insurances I take will pay a drawing fee.

To: Sent: Sun, December 5, 2010 3:06:53 AMSubject: RE: Re: Medical Statement/Invoice Design - ideas for easy to read examples

Why don’t you get paid for the drawing fee?

Beth Sullivan, DO

Ridgeway Family Practice

Commerce, GA 30529

From: [mailto: ] On Behalf Of LockeSent: Tuesday, November 30, 2010 1:55 PMTo: Practice Management Issues; practiceimprovement1Subject: Re: Medical Statement/Invoice Design - ideas for easy to read examples [1 Attachment]

[Attachment(s) from Locke included below]

Apparently, the previous statement is not the one that gets sent out by my clearing house -- GatewayEDI -- to patients.

The previous example was what I can see on my EMR.

Attached in pdf is the version that gets sent out.

It's better.

The main thing I could see changing -- the description for the labs, visits, etc.

I can update these phrases in my EMR and they will print out how I update them.

For example, patients may not know what HPV typing is.

I'll need to think about how to update these and what they should say.

For example, the Draw -- is the fee charged for drawing -- never get paid that, but it is a cpt charge.

Also, below is an example of what it says on the statement when the insurance adjusts off a certain amount.

I wonder if this phrase should be stated differently.

National Foundation Life Ins Adjustment should probably be phrased differently.

Suggestions?

Locke, MD