quickbooks and your EMR?

[Guest guest]

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

[Guest guest]

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

1 of 1 File(s)

IMCC Account List.pdf

[Guest guest]

I don't have eMD's so different from your set-up.

I use Quickbooks for patients who pay monthly or annual membership fees.  I do this through recurring transactions, can send invoices through email automatically, charge cards on a specified schedule, download the payments and automatically match them to invoices.  It can also email statements to patients (or print to mail).  

More relevant to you, I have it set up so I can download my business credit card charges.  It then matches ones it recognizes to the appropriate category and I manually do new ones.  It makes it very easy to pull reports on Supply Expenses or Utitilites or whatever.  Great for taxes.  Can also download at that time directly to Turbo Tax (although also easy to enter when the list is so easy to print out).

Let us know if you have any specific questions.

Sharon

Sharon McCoy MDRenaissance Family Medicine10 McClintock Court; Irvine, CA  92617PH: (949)387-5504   Fax: (949)281-2197  Toll free phone/fax:  www.SharonMD.com

 

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