Home Forums Discussions Amazing Charts Practice Management Charges not Carrying Over from AC to ACPM

Has anyone had any experiences with charges not carrying over from AC to ACPM? I tried changing the unit from 1 to 0 and then back to 1 in the patients' Account Information tab. That usually does the trick. But with this particular patient, AC is not recognizing his insurance, which is entered is ACPM. I tried the "Open Patient in ACPM" button and I got the message that this patient is not mapped. Is there a way I can fix this myself, or do I need a Tech to do it?
This also happens on the schedule sometimes, where I will build the patient profile in ACPM, book the appointment there, and it will not carry over to AC.
Any step by step instruction would be ideal.

Elise in tech support just helped me fix this; my new patient had 2 different chart ID numbers, one in AC and another in ACPM. She simply overwrote one (I think the one in ACPM under patient demographics, more...) to match the other, erased the date of first visit, and refreshed the demographics, and viola--the charge appeared in ACPM.

I have the issue of AC-entered charges not carrying over to ACPM frequently.

Sandy

You can fix this yourself. If you pull the patient up in the PM and add the AC number into the box labeled Chart number under more in the demographic screen. Once you have completed this go into that same patient in AC and add the "P" number from ACPM into the demographic page labeled Chart ID misc field 1 under the Misc fields. Then go through the ACPM tab on that same demographic page and this will map the two.

The charges not going over into the PM has been an issue for over a year for us. Sometimes a simple push by taking out the unit and replacing it works look on your Sync error report under the billing tab in AC it will tell you the reason why it did not go over, sometimes it doesn't matter because the error listed doesn't make sense and the tech team has to fix it, sometimes your internet is slow and it just takes time to go over, which I find extremely frustrating. This is the problem with this system not being "fully integreated" and using and HL7 to have the two systems "talk".

Hi Trista,
There could be many reasons why this could take place. Some of the common examples that we see within support are as follows:
1- patient does not have an account on their demographic record in ACPM
2- CPT code selected does not have a charge listed on the usual charge schedule in ACPM
3- providers did not select a CPT code within Account Information in AC.
If you contact our Support department they can help you troubleshoot the particular issue that could be preventing your charges from coming across.
Thanks,
Jeremy