CaseMgmt vs spreadsheets and QuickBooks

Where spreadsheets are fine

Spreadsheets are free, flexible and familiar. For a handful of patients and one nurse, they can be enough.

Where they start to cost you

• The same visit is typed into a timesheet, an invoice and a CMS-1500, and the copies drift apart.
• Mileage gets left off a bill, or a batch is marked paid while the mileage is still owed.
• Referral partners call to ask where a referral stands.
• Signed forms arrive by fax and have to be filed by hand.
• Nobody can see which claims are 60 or 90 days old without building a report.

What CaseMgmt does instead

• One case note feeds the bill and the nurse's pay.
• Batches include mileage, and are marked paid only when the hours and the mileage are paid.
• Attorneys and adjusters follow their referrals on a free portal.
• Patients sign forms on their phone and the PDF files itself.
• The AR Aging report groups every claim still owed by how long it's been out.

QuickBooks stays

Keep QuickBooks Online for your accounting. CaseMgmt sends it your organizations, invoices and nurse payroll hours, and shows whether each invoice arrived.