The Patient Ledger … Supercharged!

(KIP Deluxe Version 11.5.1)

Trying to look at the Patient Ledger and have it make sense can be daunting. Matching up payments and adjustments to invoices can be confusing. That’s because the Patient Ledger is simply a transaction log showing invoices, payments, and adjustments in the order they are entered.

Emails and Text Messages Made Easy

Our most recent version of KIP Deluxe 11.5 includes more ways to use email.

Now you can save templates of emails and send them to patients with a click.

You can use email to:

• remind patients of upcoming appointments
• tell patients their orthotics or eyeglasses are in
• you can even send birthday wishes using email

Email Icon on Patient Information Screen

Using an iPad with KIP

KIP Version 11.5 Makes Its First Appearance

KIP has been going through major changes both inside and out, and our Mac users have been steering the ship these last few months. As we continue to receive input requests from users (and future users), our efforts continue to move the program to meet their needs.


We have come a long way since the small screen sizes of the early Macs, and have been asked to make better use of the larger desktops of today’s current line of computers. Of course, our users always put in that caveat, “in the same simple-to-use interface that only KIP can do.”


We have accomplished this is KIP Deluxe version 11.5. The minimum screen resolution to use KIP has been increased to 1024 x 768. This resolution is comfortable to all 17″ monitors while allowing users of larger monitors to feel like they are making full use of their increased desktop real estate.


By making use of this new screen size, we have actually made KIP easier to use. More information is now available at your fingertips, and yet, we have stayed true to our easy-to-use design.

The new KIP Deluxe Patient Information Screen

This new Patient Information screen has a slide out drawer that displays alerts, primary, secondary, and third insurance, billing information, and employment data. KIP still handles up to four insurance carriers per patient. We’ve just moved the information for the third insurance to an even more convenient location.

Each Window is Totally Independent

In addition, we have now totally redesigned the code for each window to be totally independent of every other window. This means that now, when you click the INVOICE button to make a new invoice, you still have full access to the entire Patient Information screen. Even though the new invoice window is open, you can go back to the Patient Information window and make an appointment, enter a payment, or even view the Patient Ledger. You can even close the Patient Information window while you continue to enter the invoice.


This also means that now, having a Patient Information window open, no longer inhibits any other workstation from opening that same patient and working in that patient record. So, staff in the back of the office can be entering an invoice while staff at the front desk can be entering a payment or making an appointment.


And yet, with all this new flexibility, we have continued to maintain that same easy-to-use interface that you expect from us.

All Four Carriers Now Billable on Each Invoice

Selecting which carrier you are invoicing used to be easy, but with each patient now having more and more insurance options, sometimes it’s harder to keep track of whom you are billing.


So now, up to four insurance carriers will appear on the each invoice with the carrier name present to make selection that much easier.

Selecting which Insurance Carrier to Bill is Easy

As you can easily see in the example above, the Primary Insurance (Medicare) is selected to be billed on this invoice. You can print this claim or send the claim electronically to whichever carrier is selected.


The same easy-to-use selection process has also been added to entering payments. So, it is easy to enter a payment from Medicare and bill the remaining balance to AARP (without any chance of confusion).

Windows Users Get The Same Updates

We didn’t forget about our Microsoft Windows users. Everything we have done for our Mac users has been put in our Windows version, too.


In fact, we did extra tweaks in our Windows version to make the interface look consistent with our Mac version. This way, if you have a mixed network of Macs and PCs, the windows on your PCs will look just like the windows on your Macs.

Find a Patient – Could it get any easier?

Day Sheet – More powerful than ever

The Day Sheet is a Transaction Log. It shows you every charge, payment, and adjustment made for a specific date.


The Day Sheet should always match the amount of money deposited. This checks to make sure the data in the computer matches what you are taking to the bank, and that every payment has been recorded correctly.


The Day Sheet report is sorted by Billing Provider, Treatment Provider, and Treatment Location. So you have a breakdown of who did what, and where. It can also be limited to a specific insurance carrier – showing you how much you billed, or received, from that carrier.


But the Day Sheet was always capable of more. 


The Day Sheet can show you a range of dates (any range of dates) – showing you the total charges, payments, and adjustments for that date range – sorted by Billing Provider, Treatment Provider, and Treatment Location. So you have a breakdown of who did what, where, and when.


Day Sheet now includes the option to be limited to invoices and payments related to a specific CPT code (or range of codes). 


This report was added because some locations tax certain codes differently than others. This report allows you to see all income for certain codes (for example, V codes) apart from other income. 


So, if you want to see how much money came in from Blue Cross for all the CPT Codes between 28000 and 28999 between January 1 and February 15, 2011 at Community Hospital for Dr. Jones – it’s a cinch.


Of course, you can always see today’s totals, too.

Default Phone Numbers

Today, everyone seems to have two or three phone numbers – home, cell, work.  KIP allows you to select which number should be the default phone number, so that you have the greatest chance of reaching the patient.


The checkbox next to each phone number allows you to select the preferred phone number. This number will appear on the appointment book, and print when you print patient related items – such as chart labels.


No more leaving messages for appointments that might never get retrieved – and many more kept appointments.

Just How Well Are You Getting Paid?

Did you ever ask yourself this question?