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Description: Electronic discussion group for those using SOS Office Manager, SOS Case Manager or other software from Synergistic Office Solutions, Inc.
 

insurance 
  Is there an easier way to assign a new insurance carrier to previous dates of service? I have a patient that has two insurance companies, and we have been billing under only one. She just informed me that the "other" insurance company has to be billed first, then denied, then we must bill the current... more »
By Joanne Aguilu  - Nov 9 - 3 new of 3 messages    

Free Demo for Case Manager 
  [?][?]Good afternoon Seth...............Our co-director, Dr. Kathryn Jensen would like to review your free copy of case manager. And we also need feed-back from those using it already. Thanks and have a great evening. Patricia Kelly, Practice Manager The Counseling Center in the Berkshires 413-499-4090 X 10... more »
By CCB Office  - Nov 4 - 3 new of 3 messages    

co-pay limits option 
  Seth: I use this function. Claudette Cummings, PhD, PS 2336 11th Avenue East Seattle, WA 98102
By Claudette Cummings  - Nov 4 - 1 new of 1 message    

SOS Reports - Listing Tables Used 
  I know that SOS has a dictionary which lists all tables and their respective columns in various groups (Patient, Provider, Charge, etc.). Is it possible to have a list, which shows the tables that are used in each SOS-designed report?
By M.O'Connell  - Nov 4 - 1 new of 1 message    

Changing payer numbers 
  I just found out that a payor number is incorrect on one of our policies in the drop down list under carriers and don't know how to change it to the correct payor number so that we can submit electronically to the ins. carrier.  Please help Jennifer Allen, Office Manager Dr. Bonnie Saks and Associates... more »
By Jennifer Allen  - Nov 3 - 4 new of 4 messages    

New blog post 
  New blog article today at [link] Please join the discussion. ____________________________ Katherine E. Peres, Ph.D. Vice President Synergistic Office Solutions, Inc. [link] [link]
By Kathy Peres  - Nov 3 - 1 new of 1 message    

Copay Limits options -- Anyone use this feature? 
  Can I have a show of virtual hands from those who use the five-step copay limits feature in OM? That is, just those who use more than one line of the five on this tab: [image: ?ui=2&view=att&th=124b74850bd9 be2e&attid=0.1&disp=attd&reala ttid=ii_124b74850bd9be2e&zw] --------------- Seth Krieger, Ph.D.... more »
By Seth Krieger  - Nov 2 - 16 new of 16 messages    

second insurance carrier 
  One of our patients just informed us that they have a secondary insurance company. That insurance company has to be billed first, then denied, and at that time we can file claims with the original insurance company and hopefully be paid. What has SOS set up for this kind of procedure? Is there an easier way to... more »
By Joanne Aguilu  - Nov 2 - 2 new of 2 messages    

printer margins 
  We are experiencing a problem periodically with the printing of the "Daily Provider Log." The margins are narrow enough that at times the first digit of an appointment time may be cut off. We also noticed recently on one of these reports that the note beside a client's phone number was also cut off... more »
By Jonathan Feather  - Oct 29 - 2 new of 2 messages    

New blog article 
  Bogged down, up to my neck, just wishing for No Maintenance Required. Take a look at our new blog post. [link] Thanks! Kathy
By Kathy Peres  - Oct 27 - 1 new of 1 message    

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