Dream Factory by TruBridge Ideas Portal
Currently, only TruBridge and CPSI employees can access the Guarantor Tickler. Giving access to all of our clients would improve their ability to monitor their AR, especially those that are using Guarantor Statements. The Guarantor Utility in Print Reports, Accounts Receivable, Utilities, is based on Old Programming and has limited abilities, but the Guarantor Tickler is open source programming language and is much more user-friendly.
I would like to add on to this as I am wondering if Guarantor Inquiry is the same as Guarantor tickler. IF SO....add the functionality to the Guarantor Inquiry screen to show all accounts under that guarantor REGARDLESS of the status the visit is at. You have added a check box to all zero balance accounts to show but it does not show visits that are at a billed status with insurance. Therefor you are still having to click into multiple accounts to find all patients under a guarantor or run multiple reports to check on visit when helping patients. The functionality of the AR needs to reflect all AR visits not a select few in multiple different areas. Thank you.