Norman Blake

Clients

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Sessions/Payments
Demographics
Insurance
Family Info
Appointments
Medications

Transactions

		Sessions				Bills, Payments & Adjustments							Balances		Notes
						Bills Sent				Payments Received			TOTAL: $536.93
All	All	Date	Type	Therapist	Fee	Date Submitted	Sent To	Amount	Type	Date Received	Payor	Amt	Session Balances	Account Totals
		12/6/06		Carter
		10/1/06	90806	Carter	$100.00							$70.00	$30.00	$536.93	Client’s co-pay is $20 but still owes some on deductible.
						10/28/06	Aetna	$70.00	Statement	11/20/06	Aetna	$20.00	$30.00
						10/1/06	BC/BS	$100.00	e-File	10/28/06	BC/BS	$30.00	$50.00		Have submitted to Aetna
										10/1/06	Client	$20.00	$80.00
		9/8/06	90847	Carter	$120.00							$100.00	$20.00	$506.93	Only paid half of his co-pay; will need to bill for the rest.
						10/15/06	Client	$10.00	Statement				$20.00
						9/15/06	BC/BS	$80.00	e-File	10/17/06	BC/BS	$80.00	$20.00
						9/15/06	Client	$20.00	Statement	10/8/06	Client	$10.00	$100.00		Only paid half of his co-pay; will need to bill for the rest.
						9/18/06	Aetna	$40.00	HCFA-1500	10/8/06	Aetna	$0.00	$110.00		Aetna doesn’t pay for 90847. Have submitted to BC/BS.
										9/8/06	Write-off	$10.00	$110.00
		7/15/06	Client No-show	Smith	$100.00							$0.00	$100.00	$486.93	Norman knows he's responsible for this amount.
	Unassigned Payment			Smith						10/2/06	BC/BS	$23.07		$386.93	Insurance adjustment for 2005
		7/1/06	90806	Carter	$100.00							$20.00	$80.00	$410.00
						7/28/06	BC/BS	$80.00	e-File				$80.00
										7/1/06	Client	$20.00	$80.00
		6/8/06	90847	Smith	$120.00							$30.00	$90.00	$330.00
						7/15/06	Client	$10.00	Statement				$90.00
						7/28/06	BC/BS	$40.00	HCFA-1500				$90.00
						7/31/06	Client	$30.00	Statement	8/23/06	Client	$20.00	$90.00
						8/20/06	Aetna	$40.00	HCFA-1500				$110.00
										8/20/06	Write-off	$10.00	$110.00
		3/15/06	Client No-show	Carter	$100.00							$0.00	$100.00	$240.00
		2/2/06	90806	Carter	$100.00							$100.00	$0.00	$140.00
						2/28/06	BC/BS	$75.00	HCFA-1500	3/5/06	BC/BS	$75.00	$0.00
										2/2/06	Client	$25.00	$75.00
		1/20/06	90847	Carter	$120.00							$80.00	$40.00	$140.00
						4/15/06	BC/BS	$40.00	HCFA-1500				$40.00
						3/31/06	Client	$10.00	Statement	4/30/06	Client	$10.00	$40.00
						4/15/06	Aetna	$60.00	HCFA-1500	4/21/06	Aetna	$60.00	$50.00
										4/20/06	Write-off	$10.00	$110.00
		1/13/06	Client Late Cancel	Carter	$100.00							$0.00	$100.00	$100.00

Demographics

Personal Info

First Name:**
Last Name:**
Address:
Apt:	City:
State:	Zip:
Birthdate: Age:
SSN:
Sex: Male Female

Contact Info

Cell Phone:
Home Phone:
Work Phone:
Other Phone:
Fax:
Email 1:
Email 2:

Emergency Contact Info

First Name: Last Name:

Phone 1: Phone 2:

Relationship:

Notes

Insurance

Insurance #1

Company Name:

Street Address:

Street Address 2:

City: State: Zip:

Provider ID:

Plan Type:

Contact Info

Main:
Authorizations:
Fax:
Other:

Notes:

Add second insurance company?

Family Info

Appointments

All	Date	Time		Therapist
All		Start	End
	1/15/07	3:00pm	3:50pm	Smith
	12/22/06	3:00pm	3:50pm	Smith
	10/29/06	2:00pm	2:45pm	Carter
	10/7/06	3:00pm	3:50pm	Smith
	9/15/06	4:30pm	5:20pm	Smith
	8/22/06	1:00pm	1:50pm	Carter
	8/13/06	7:00am	7:50am	Smith
	8/10/06	7:30pm	8:20pm	Smith
	7/15/06	3:00pm	3:50pm	Smith
	7/7/06	3:00pm	3:50pm	Smith
	6/29/06	2:00pm	2:45pm	Carter
	6/7/06	3:00pm	3:50pm	Smith
	5/15/06	4:30pm	5:20pm	Smith
	4/22/06	1:00pm	1:50pm	Carter
	4/13/06	7:00am	7:50am	Smith
	4/10/06	7:30pm	8:20pm	Smith
	3/31/06	3:00pm	3:50pm	Smith
	3/29/06	3:00pm	3:50pm	Smith
	3/19/06	2:00pm	2:45pm	Carter
	3/7/06	3:00pm	3:50pm	Smith
	2/28/06	4:30pm	5:20pm	Smith
	2/22/06	1:00pm	1:50pm	Carter
	2/13/06	7:00am	7:50am	Smith
	1/15/06	7:30pm	8:20pm	Smith

Other

Current Meds

Zoloft, 50mg, Once daily

Medication History

Date	Drug Name	Dosage	Frequency	Prescribed By	Notes
10/4/06	Zoloft	50mg	Once daily	Frank Smith, MD	Upped this from 25mg
8/14/06	Prozac	DC'd		Frank Smith, MD
10/4/06	Zoloft	25mg	Once daily	Frank Smith, MD	Switched from Prozac to this
8/14/06	Prozac	40mg	Twice daily	Frank Smith, MD

Norman Blake

Clients

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Transactions

Sessions

Bills, Payments & Adjustments

Balances