PracticeWizard is a complete, and thorough, Windows98 and Windows NT accounts receivable billing system that captures information from the initial patient enrollment all the way through to insurance claim and patient statement processing. The user quickly becomes acclimated to the system by using advanced software designed with the user in mind.
The data in the system is organized in such a manner as to show groups of related data when you are ready to deal with the information. For example, Patient Enrollment segregates the data into basic, extended, insurance, patient messages, and patient referrals data groups. As you can see, the screens are easy to understand with much thought being placed on organization and readability. The features and capabilities exceed the capacity and intention of this document, but following are a few important highlights.

User Preferences
The system is installed with a wealth of codes and data in place. For example, financial classes, CPT codes, Diagnosis codes, place of service codes, and type of services codes already reside in the system upon installation. However, as a user, you may add to or change any of these databases. This enables you to become functional in your practice very quickly, but grow and change over time. Typically, the number of codes and data you may created is limitless (i.e. an unlimited number of financial classes).

Head of Household
When enrolling, you may establish a head of household for a related group of patients. For example, several family members may be attached to the same head of household patient. This enables the charges and payments for each patient to be maintained separately, yet combine a statement addressed to the head of household.

Multiple Patient Incidents
One of the strongest features of the system is the ability to have multiple incidents (as many as needed) for each patient. An incident involves a particular case or accident where the financial responsibility resides with different individuals. For example, you may be treating a patient during a normal course of business, and then the patient becomes involved in a workers compensation case. This system enables you to have one patient record for patient specific information, yet maintain separate financial information for each case.

Insurance Plans
Multiple insurance plans may be applied to each incident. This includes one primary plan for any given date range, and as many secondary plans as necessary. Each insurance plan may be associated with any insurance carrier. Remember, the insurance carrier information is already loaded in the system; thus, greatly reducing the work required to adapt to the software. When charges and payments are posted to a patients account, PracticeWizard® automatically calculates the patient and the insurance portion of the balance, taking into account deductible and limits associated with the insurance plan. Following are the different types of pending calculations that may be established for each insurance plan.

Procedure Based % - Calculates the insurance and patient portion on a straight percentage as in a typical 80/20 plan (the carrier is responsible for 80% of each charge).

Procedure Based Co-Pay - The patient portion of a particular procedure is based on a dollar figure (i.e. patient portion of a procedure is $10).

Procedure Based Cover-Pay - The insurance portion of a particular procedure is based on a dollar figure (i.e. carrier will pay $10 per procedure).

Visit Based Co-Pay - The patient portion of all the charges for a particular visit is based on the visit itself (i.e. $15.00 per visit co-pay).

Visit Based Cover-Pay - The insurance portion of all the charges for a particular visit is based on the visit itself (i.e. carrier will pay up to $40 per visit).

Visit Co-Pay with Max % - The patient portion of all charges for a particular visit is based on the visit itself with the co-pay amount not to exceed a particular percentage of the charges (i.e. $15.00 per visit co-pay not to exceed 50% of the charge).

Visit Co-Pay with additional % - The patient portion of all charges for a particular visit is based on the visit itself with an additional percentage of the charges (i.e. $15.00 per visit co-pay with an additional 20% of the charges).

Of course, pending exceptions may be established for any charge or group of charges. For example, a plan may be a basic 80/20 plan, except x-ray charges are paid at 100%. All pending calculations take into account the deductible established for the plan, and whether or not the patient has met the deductible. Of course, the deductibles will automatically be re-instated at the beginning of a new plan (i.e. when the plan date rolls from year to year). Additionally, any limits are summarized for each plan. A typical example may be that the plan will only pay $2,500 per year, after which time all remaining amount becomes the insureds responsibility.