Features
Innovative Dashboard
Get Organized
Track medical expenses
Track medical history
Track complete medical history for doctor’s visits, including diagnosis, symptoms, lab results, physical exam, treatment, medical instructions, and resolution.
Track medication costs
Track how much you are spending on medication.
Our innovative dashboard view tells you at a glance the status of all your medical finances and benefits
Interface and Documentation
✔ Flexible, intuitive, hyperlinked interface – navigate by buttons, hyperlinks, or menus.
✔ Smart links to related data.
✔ Dashboard View shows the status of your claims, accounts, deductibles, and benefits at a glance.
✔ The author actually uses the program himself and is invested in making it the best medical management program available.
✔ Maintain reusable lists of providers, symptoms, conditions, medications, and services.
✔ Pop up help tips throughout the program.
✔ Comprehensive User Manual.
Medical Expenses
✔ Enter financial data about billing, payments, and insurance reimbursements for doctor’s visits.
✔ Filter visit lists by provider, service, patient, dates, and claim status.
✔ Track status of insurance claims, FSA claims, and tax status independently. Identify claim disputes.
✔ Rapidly change the claim status on visits in a list using keyboard shortcuts.
✔ Quickly duplicate visits and easily modify copies in a list.
✔ Calculation of Out of Pocket expenses can be configured according to your insurance company’s process.
✔ OOP calculations adjusted for benefits with limited visits or expense.
✔ Enter payments by visit or directly to provider balances – 3 different ways to enter payments.
✔ Track running balances with providers.
✔ Enter multiple installment payments per visit
✔ Automatically enter standard copay for in-network providers.
✔ Automatically calculate provider write off
Reports
✔ Create financial reports.
✔ Create medical history reports.
✔ Create Tax Reports.
Medical History
✔ Track complete medical history for doctor’s visits, including diagnosis, symptoms, lab results, physical exam, treatment, medical instructions, and resolution.
✔ Create medical observations for your family members to help you track progress of their conditions and treatments.
✔ Filter medical history by key clinical characteristics (symptoms, treatment, medical condition, date of onset).
✔ Track date of onset for recurrent conditions.
✔ Tie visits and observations together with a common medical condition, enabling you to quickly find every entry related to that condition.
Insurance Claims
✔ Create insurance claims; automatically find eligible visits and assign by point and click.
✔ Intelligently track and update status of visits assigned to claims, as a group.
✔ Track EOBs; automatically find visits waiting for EOB and intelligently update status.
✔ Track diagnosis codes and procedure codes; optionally associate procedure codes with services.
✔ Print helpful claim summary forms including key information organized to help you fill out your forms and formatted to be attached.
Flexible Spending Account Claims
✔ Create flexible spending account claims; automatically find eligible visits and assign by point and click.
✔ Intelligent calculation of expense eligibility for FSA reimbursement, adjusted based on previous insurance reimbursement.
✔ Print claim summary forms to attach to your FSA claims.
✔ Dashboard warning lets you know if you are in danger of not using up your yearly FSA contribution in time.
