Easy Billing Professional vs 4.0

We have always promised to continue our development of new features and reports and to stay current with the industry.

Our newest version is our best yet! We now allow for the customization of your reports. We are now more "Accounting Friendly" and with the ability for aging not only for Claims, but also for Transactions, included in the new reports and patient statements listed below.

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New Features in Easy Billing Professional 4.0​

• We also offer Custom Reports (charges do apply).
• OS Compatibility: Always keep your Operating System and your Easy Billing Pro program compatible!
  • FileMaker Pro 15 v2 
    • Windows 10 Pro, Enterprise, 8.1 Standard, 8.1 Pro, 7SP1 Ultimate, 7SP1 Professional and 
    • Mac OS Sierra v10.12, El Capitan v10.11 and Yosemite 10.10 64 bit only
  • FileMaker 14 v6 
    • Windows 10 Pro, Enterprise, 8.1 Standard, 8.1 Pro, 7SP1 Ultimate, 7SP1 Professional
    • Mac OS El Capitan 10.11 and Yosemite10.10 and Mavericks 10.9
  • FileMaker 13 v9
    • ​Windows 8.1 Standard, 8.1 Pro, 8, 7 Ultimate, 7 Professional, 7 Home Premium
    • Mac OS Yosemite10.10 and Mavericks 10.9 Mountain Lion v10.8 and Lion 10.7

          EB 4.0 NOW PROVIDES:
    Quick Reports!!       Easy Pay!!      Document Plus!!   Easier screens & navigation!!
Document Plus integration

• One button click to send patient demographics to Document Plus and simple import to create claims.
• Monthly subscription available!

Scheduler

• New View and Create and Appointment for today or tomorrow

Patient Search screen

• Last Charge Date on Patient List screen

Claim Query

• Simplified tabs with most common on first screen then others in an advanced tab
• Simpler looking screens easier to look at

Processing Events

• Quick button for Electronic Processing

Easy Pay (for your Patients!)

• Easy Pay for patient payments on your web site using Easy Pay Solutions, Inc.
• Quick button for Easy Pay

NEW Quick Reports - simply enter the date and group then press a button
​Transaction Quick Reports:

• Transaction Summary Report by Group / Facility / Provider
• Transaction Summary Report by Group / Facility / Provider / Patient
• Transaction Detail Report by Group / Facility / Provider / Patient
• Transaction Detail Report by Day and TR (transaction) Code
• Sales Tax Summary Report by Group / Facility / Provider / Patient
• Sales Tax Detail Report by Group / Facility / Provider / Patient
• Payment Report by Payment From / Quarter
• Payment Report by Payment From
• Payment Report (with Refund Due) by Payment From
• Applied Payment Report by Payment From / CPT
• Applied Payment Report by CPT / Payment From
• Payment deposit Report by Month / Method of Payment
• Payment Deposit Report by Month
• Provider Report by CPT
• Primary Carrier Report by CPT
• Provider CPT Report with Modifier
• Primary Carrier Report with Modifier
• Refund Report by Refund From and Quarter
• Refund Report by Refund From

Claim Quick Reports

• Date Range Report by Claim Creation Date
• Claim Report by Status Ready Elec
• Claim Report by Status Open
• Claim Report by Status Collection Sent
• Claim Report by Status Ready Claim
• Claim Report by Status Ready Unprocessed
• Charge / Payment Report by Earliest DOS
• Charge / Payment Report by Earliest DOS Claim Closed

Patient Quick Reports

• Patient Total Report by Active Status with City / State
• Patient Total Report by Patient Credit Status
• Patient Recall Report with Active Status and Date of Latest Charge, Default Provider

​New Features in Easy Billing Professional 3.0

• As of April 2016 we now offer "Custom Reports" with Exports for your Excel Templates, CSS, SQL and HTML. (charges do apply).
• Compatible with El Capitan and Windows 10
• Compatible with FileMaker 13 and FileMaker 14

Over All

• ​Claim and Patient Status with field selection rather than check boxes, allowing unlimited Status's

Patient Statements

• Patient Statements by Aged Transactions
• Patient Statements specific to Open Charges
• Quick Patient Statements by Patient or Batch on Ledger and in Patient Demographics
• Patient Statements with Debit, Credit and Running Balances, by Date Order and Claim Separated
• Final Obligation for Patient Responsibility on Claim Ledger and new Patient Statements

Claim Query

• Claim Status updating on several Claim Query Screens
• Claim Status Batch Updating (STS tab) now shows Claim Status choices on one Pop Up Screen

Processing Events

• Processing Event ID Search

All Report Queries

• Report Samples Pop Up Screen with description of reports for Patient, Claim and Transaction Reports

Transaction Query

• Actual and Aged Balances for Claim Level and Transaction Level Queries
• Transaction Type Code Groupings for quicker searching of data
• Patient Debit and Credit fields in Transaction Query
• Transaction Screen for Line Charge with associated adjustments, payments, refunds, patient responsibility, debit and credits
• Open Charge Screen used for setting batches of Ready Claim Charges for Patient Statements
• Aged Charge Balances Screen refreshes when setting an new Age End Date

Reports

• New Transaction Query Reports
  • New Aged Transaction Reports
  • Charge Line Totals Aged
  • Charge Line Totals Aged Acc#
  • Charge Line Balance Aging
  • Item Debit & Credit
  • Charge Line Summary Aged
  • Line Item Transactions

EB Users FAQ

Pay EB Invoice

Resources

• Filemaker Pro Support Website​
• http://nucc.org (CMS Form Instructions)