Add or Update Expenses

The Add/Update Window: this window display the contents of a single record. It is invoked when you click on the INSERT button. The contents of the record are the same whether you are adding a new record or updating a previously saved record. The functions in Add/Update are: OK to save data that have been entered, CANCEL to not save the data and HELP.

Entering Data - "Consistency counts"
Most data fields are "wysiwyg" ... what you see is what you get. Enter names in a way that makes sense for you. However, consistency is important because Health Profiles keeps a mini-database on Reasons For Expense so you only need to enter a reason once. From that point, you can point and click to select a reason from a drop down list.

There are three ways to access an expense record:

1.

Select the Medical Expense Tab on the Health Profile.

2.

Add or update prescription and you will be asked if you want to add the prescription as an expense item. Saying

3.

Add or updade a health plan and you will be asked if you want to add the prescription as an expense item.

TAB 1) GENERAL
Person's Name    
The name of the individual will be automatically displayed to confirm that you are entering data for the correct person.

Date of Service    
Enter the date of service for which you are being billed.

Type    
Enter the type of service: lab test, doctor's visit, surgery, blood test, etc.

Reason For Expense
Enter the reason: the type of illness, injury, disease.

Service    
Describe the service provided.

Insurance Plan    
Enter the name of the lnsurance Plan or select the name from the drop down list..

Amount Billed    
Enter the billed amount

Amount Plan Paid    
Enter the amount paid by your carrier

CoPay    
Enter your CoPay amount

Additional Payment    
Enter any additional payments made

Amount Not Your Responsibility    
Enter the amount for which you are not responsible usually found on an Explanation of Your Benefit statement (EOB)

Amount You Paid    
Enter the amount you have paid

Balance You Owe    
Enter the amount you owe


TAB 2) GENERAL (Cont)

Status    
Use the data field to identify if the expense item is active, inactive, pending, closed or whatever term fits your situation.

Details    
Note any specific contact and follow-up information related to this expense

In Network    
Use this check box to identify if this expense item is in your Network. This may not apply to all plans. Some plans have higher costs associated with out-of-network providers.

Insurance Reference Number
Enter the identification number associated with your insurance carrier's plan communication explaining what was and was not paid on this expense. This may be referred to as the EOB # (Explanation of Benefits).

Doctor's Name    
Enter the name of the Doctor or the provider billing for the service.

Doctor's Invoice Number    
Enter the invoice number of the bill.


Buttons and Keys

OK Button Accept data and closes the window Cancel Button Cancel operation; restores original information Help Button See Help Window

See also:
See the List of Expenses