Estimate tools

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Quick Estimate Calculator

A new tool is provided for a quick estimate calculation. Click Tools > Estimate calculator from the menu bar on any of the main screens.

This allows you to store any number of procedure estimates, grouped into categories. For each estimate, you can store a set of appropriate items, and quickly add premed items, modifiers and time. This is useful if you need to quickly calculate fee and rebate details for commonly used procedures, without creating a new account or formal estimate. You can easily adjust the RVG unit value up or down to see how this affects the gap payment. Two RVG unit value fields are provided to easily compare one unit rate with another. The defaults for these are taken from the Options form (Unit Values page). Brief notes (255 characters) can be saved with each estimate calculation.

A button is also provided to create a formal estimate using the details in the calculation.

Other calculators

A new menu labeled 'Calc' on the account details screen includes these calculators.

•	My Own Fee - used to calculate My Own Fee for the current account.

•	Rebates - allows dynamically viewing the patients's rebate and gap for different levels of fee and health insurance.

•	Units x rate - quickly calculates a fee based on the number of RVG units multiplied by a unit value. Two calculators allow easy comparisons.

•	SF Plus - calculates a total fee by multiplying the Medicare schedule fee by a factor.

•	Estimates - as described above.

•	BMI - calculate BMI from height and weight. Will also convert between cm/in and kg/lb.

•	Windows - standard windows calculator, with options for scientific, statistical, unit conversion, date calculation and more.

Updating multiple accounts or estimates

When using the Estimate calculator, it is theoretically possible to generate a lot of written estimates which are not needed. Consequently we have provided the ability to delete a group of tagged estimates together in one process. First, tag the estimates you want to delete in the List of Estimates. Then select the Tools menu > 'Update multiple accts'. Finally click the <Delete> button on the lower left.

The above process also provides the ability to edit data for a list of tagged estimates or accounts together. This batch updating is available for Account date, Date closed, Category, Status, Surgeon, Hospital and Operation fields. (When updating the Surgeon and Hospital fields, the appropriate provider number and LSPN will also be entered.)

Transferring accounts between provider files

An account or estimate in one doctor's file can be transferred to another doctor's file (<Transfer> button on lower right of Patient page) provided it does not contain a batch payment or an Eclipse claim (OPV is OK).

Accounts or estimates transferred are given the next available account number in the new file. You can optionally specify a destination account number, provided it does not already exist, and provided it is less that the current maximum account number. This is intended to be used where account numbers in the destination file have been deleted.

The transfer function works by exporting the current account into the other doctor's file. If you want to move an account into the current doctor's file, go to the other doctor's file and transfer it (export it) to the current doctor's file.

Transferring accounts which contain payments

If an estimate is imported into the current data file, or an account or estimate is transferred to another data file, and the account/estimate contains a payment, you have the choice of either transferring the payment(s), and/or leaving the payment in the original file. If left in the original file, the payment becomes a Misc payment, and the notes describe its history. Also, the payment number is put into the status log of the transferred account, so it can be found if required.

Transfers are not possible if the account contains a batch payment or an Eclipse claim (other than patient verification).