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Tax Software Integration

Alfred D'Sa Oct 21, 2015 11:17PM EDT

Is there a way for commonly used tax software (Quickbooks, Xero, etc) to integrate the claims submitted and the actual amounts received? I realize that one can export reports into various formats (excluding Quickbooks format - another idea to consider), but this requires extra steps and is prone to data entry errors. Also, when I prepare a "Paid Claims Detail" report, it lists the claims according to the date the claims were paid, not the date of service. For those of us (most of us) using an accrual based accounting system, this is much less convenient. Lastly, the amounts on the "Paid Claims Detail" report do not seem to take into account any clawbacks or adjustments listed on the actual Remittance Advice, which apply to each claim; or to premiums that are automatically applied by MOH, like age-related premiums. This is a lot to ask, but can you address the above issues?

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Best Answer
Kori Oct 22, 2015 10:28AM EDT

Alfred,

Unfortunately, there’s just not enough interest in this sort of integration for it to be viable to us at this time. In terms of the developer bandwidth we have – the two developers are handing a user base of almost 1300 users, we have to concentrate on features which appeal to the vast majority of users. Also, we’re more in the business of OHIP than the industry of finance so our focus is more on the medical rules, the timely/painfree submission of claims, etc. We might consider it in the future should there be enough support from users and at a time when we have the development resources to tackle that large feature.

We might consider allowing to report paid claims based on service date, but it’s again not a frequently asked for change as the current manor of reporting based on the actual remittance data (the remittance date, specifically) is more useful to the majority.

The reason the paid claims detailed report doesn’t display that information, is that it’s restricted to reporting on the claims only. The data related to remittance adjustments is hard to automatically include due to the inconsistent nature of those adjustments, but something we would considering trying to include. We are about to release another report that is more about billing accuracy, financial targets, etc but I doubt it would be useful for financial uses.

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Kori Best Answer Oct 22, 2015 10:28AM EDT Clinical Support Systems Agent

Alfred,

Unfortunately, there’s just not enough interest in this sort of integration for it to be viable to us at this time. In terms of the developer bandwidth we have – the two developers are handing a user base of almost 1300 users, we have to concentrate on features which appeal to the vast majority of users. Also, we’re more in the business of OHIP than the industry of finance so our focus is more on the medical rules, the timely/painfree submission of claims, etc. We might consider it in the future should there be enough support from users and at a time when we have the development resources to tackle that large feature.

We might consider allowing to report paid claims based on service date, but it’s again not a frequently asked for change as the current manor of reporting based on the actual remittance data (the remittance date, specifically) is more useful to the majority.

The reason the paid claims detailed report doesn’t display that information, is that it’s restricted to reporting on the claims only. The data related to remittance adjustments is hard to automatically include due to the inconsistent nature of those adjustments, but something we would considering trying to include. We are about to release another report that is more about billing accuracy, financial targets, etc but I doubt it would be useful for financial uses.

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Alfred D'Sa Feb 23, 2016 11:02AM EST
Thanks for your response.
I'll continue to extract data using the Excel export feature, for bookkeeping purposes.

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