Activity View

The Activity View presents all data associated with a patient in chronological order.  The data types displayed are charges, payments, adjustments, claims, statements, and memos.

MedSuite allows the user to bill multiple patients under a single accounts.  As a result, when the Ledger is accessed in Account "mode", the list in the Activity View may display data for multiple patients.  The data for each patient is separated under a patient "grouper".  However, since Statements are sent to an Account, the Statements are "repeated" for each patient.  In some cases, this may appear somewhat strange.  For example is Patient1 for Account1 had a service date of 06/01/2006 and Patient2 for Account1 had a service date of 08/01/2006, there will likely be statements that only included balances from Patient1, statements that included balances from both Patient1 and Patient2 and statements that included balances from only Patient2.  In order to accommodate this "issue", MedSuite reports all statements for all patients under the account, even though that statement may have "occurred" prior to the service date.

The same issue exists for Memos tied to the account.  MedSuite has no way of "knowing" if a Memo is relevant to all patients or only one, or possibly two of the three patients for an account.  As a result, all Memos tied to the account are displayed for all patients.  Again, some of these Memos could "occur" prior to the service date.  The simplest way to avoid unnecessary "problems" in this area is to attach Memos that are patient-specific to a specific patient and to attach those Memos that are account-specific to the account.