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Re: quickbooks and your EMR? [1 Attachment]

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This is how I do it in QB also, although I divide the insurance payments down by payer so that I can match up the 1099's at the end of the year.

e-MDs does invoices.  We switched to online invoices via Gateway EDI.  It costs me the same each month for them to do it as it was costing me to do it because they save on bulk mail.  It is a more professional looking invoice than the ones that I was sending.  All I have to do is send up a file with my invoices once/month.  No more folding, stuffing, and stamping :-)

 

 

[Attachment(s) from Gordon included below] i dont link things.

i have 2 categories for revenue

1) patient visit payments: insurance

2) patient visit payments: patient

i don't use the customer function for those payments as I do all the individual track and patient statements through my EMR.  Usually I'll write the patient's name in the memo section of a patient payment just so i can search for it later if there is a problem

I have a non-covered benefits fee in the practice and thus do have all the patients as customers and handle on non-covered services through quickbooks using their invoice and statement processing for that

I keep track of all my expenses in QB

Attached is a list of all my accounts that I use in QB

 

Hello IMPeers

I just got my Quickbooks in the mail last night. I was wondering how you guys are using this?

I do not think you place patient info there for payments? I will be using EMDs EMR and I think you have the 

capability to give patients receipts via practice management part of the EMR.

In order to have the financial info correct, I understand you put the practice gross income and operation cost ( overhead)  into quickbooks.

Do you link quickbooks to your EMR practice management part?

thanks , Adolfo

-- Pratt

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Just saw Dave's response.  I love the account descriptions....I wasn't using those.All this will really really help if you ever get audited (like I did last year); they will want records and having them very organized makes you look good.....

And definitely using separate credit cards for personal and business makes it easier and makes the auditors more satisfied.Sharon

 

[Attachment(s) from Gordon included below]

i dont link things.i have 2 categories for revenue1) patient visit payments: insurance2) patient visit payments: patienti don't use the customer function for those payments as I do all the individual track and patient statements through my EMR.  Usually I'll write the patient's name in the memo section of a patient payment just so i can search for it later if there is a problem

I have a non-covered benefits fee in the practice and thus do have all the patients as customers and handle on non-covered services through quickbooks using their invoice and statement processing for that

I keep track of all my expenses in QBAttached is a list of all my accounts that I use in QB

 

Hello IMPeersI just got my Quickbooks in the mail last night. I was wondering how you guys are using this?

I do not think you place patient info there for payments? I will be using EMDs EMR and I think you have the capability to give patients receipts via practice management part of the EMR.In order to have the financial info correct, I understand you put the practice gross income and operation cost ( overhead)  into quickbooks.

Do you link quickbooks to your EMR practice management part?thanks , Adolfo

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