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Quicken Community / Forums / Quicken Medical Expense Manager / Feedback and Suggestions /
Attach scans of medical records and bills.
Sep 30, 2005 11:54 am

[lapleader]
lapleader

Total posts: 6
Quicken Deluxe 2005
Mac OS 10.4
 I scan all of my EOB's and medical records. If we could attach the scans to a record, then see there is an attachment in the calendar, or report this would be very helpful. I also scan my labs and since I have a chronic disease and waiting for transplant I have to be able to provide a lot of history to new physicians.
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[GRWILHELM]

Total posts: 33
Quicken Premier 2006
Windows XP
This is a new post #1
of 15 		Re: Attach scans of medical records and bills.
Oct 01, 2005 12:25 pm 
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Lapleader:

I have put in a suggestion to see if this could be added to the BETA. I too scan my bills and EOB's, receipts and FSA paperwork.

This is very popular with healthcare providers, an Electronic Patient record.

Gary

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[kcordill]

Total posts: 26
Quicken Premier 2005
Windows XP
This is a new post #2
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Oct 02, 2005 04:20 am 
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I would like to see this function too. My insurance company is going paperless with their EOB. We can view them online and download it as a pdf file. It would be nice to be able to attach the file to the claim in QMEM.

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[bifrap]

Total posts: 52
Number of years using Quicken: 2 to 5 years
Quicken Medical Expense Manager V1
Windows XP
This is a new post #3
of 15 		Re: Attach scans of medical records and bills.
Oct 02, 2005 11:30 am 
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Aetna currently offers a "paperless" option tho we haven't chosen to go that route yet. I do submit OT, PT & ST claims via email directly to our company's Aetna. The therapists send invoices via email or I scan them and send as a .jpg.

If the next version has the ability to hold attachments it would be terrific - in a variety of formats.

Seems like the way of the future. Now if we can get more Dr offices to get online....

bifrap

www.familialdysautonomia.org

www.keshet.org
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[billpayer]

Total posts: 20
Quicken Premier 2005
Windows XP
This is a new post #4
of 15 		Re: Attach scans of medical records and bills.
Oct 07, 2005 01:40 pm 
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Yes I agree.....an ability to link scanned docs (TIFF, PDF) would be huge.

I suggest an ability to keep a log of all correspondance related to an expense...date field, reference number field, ability to attach a doc. Rference field is req'd for those that keep scanned docs in a doc managemnt system (like I do).

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[Mark_PHX]

Total posts: 1
Quicken Deluxe 2006
Windows XP
This is a new post #5
of 15 		Re: Attach scans of medical records and bills.
Jan 01, 2006 03:30 am 
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Lisa,

Like many others in the forum, I scan all of our EOBs and invoices from doctors. These are currently stored in Quicken but it would be much more helpful to store the EOBs and invoices in QMEM so all of the information is in one place.

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[LanMan]

Total posts: 80
Quicken Deluxe 2006
Windows XP
This is a new post #6
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Jan 19, 2006 01:08 am 
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Another vote for this feature!!!

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[NinaM_1]

Total posts: 1
Quicken Medical Expense Manager V1 2006
Windows 2K
This is a new post #7
of 15 		Re: Attach scans of medical records and bills.
Feb 01, 2006 02:13 pm 
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Although this might have some limited usefulness, I'd much rather see the team spend more time on improving functionality and usability.

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[Bruce, Quicken]
Intuit Employee

Total posts: 73
Quicken Medical Expense Manager V2
This is a new post #8
of 15 		Re: Attach scans of medical records and bills.
Oct 18, 2006 08:18 am 
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Hey folks, a helpful MEM user told us how he's attaching scans in MEM now, after a fashion. It's a work-around but you may find it useful.

1. In the Expense Details window for an expense, click on <Dispute Letter>, then <Create Letter>...

Then, from e.g. Microsoft Word, Insert... Picture... From File... and insert the scanned image into the .rtf document. (You can also insert or cut-and-paste information from Word or Excel, for example.)

Important: save the document as something you'll be able to make sense of later -- probably some combination of the date of service, the patient, the doctor or service provider, and what kind of information it is. Also, save the document as *.rtf format.

<If you're wondering, this document is saved by default in the /My Documents/My Medical Manager folder, along with your MEM files.>

2. OK, now six months have gone by and you want to look at that document again...

In the Expense Details window for an expense, click on <Dispute Letter>, then <Browse>...

Here's the (small) challenge -- you have to find the right file, it's not automatic. (This is why it was important to name it properly earlier. The file is not "attached".)

(Also, this browse will only find .rtf files.)

Once you have found the file, click "Open", and then <Open Letter>, and... voila.

Thanks to Laurance D for sharing this with us! And thanks for Quicken Meg for flagging it. There has been some discussion (above) about whether this is worth the effort, but in any case, this is one way to get 'r done.

Regards,

Bruce

P.S. One more thought -- because these .rtf documents are saved outside MEM, they won't have any effect on MEM's loading/scrolling speed. Uh, we planned it this way! ;)

--
Edited by Quicken Bruce at 10/18/2006 4:18 PM

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[Lonestar10]

Total posts: 4
Quicken Premier 2007
Windows XP
This is a new post #9
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Jan 07, 2007 01:46 am 
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This feature is exteremely usefull in Quicken 2007.

It should be standard in QMEM and Quicken Home Inventory (if you can get THAT program to work at all).

Replies to this message
  • Lois002a (Nov 12, 2007 12:03 pm)
  • rbreier (Sep 30, 2008 4:18 pm)



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    [Lois002a]
    Colorado
    Total posts: 1
    This is a new post #10
    of 15         		Re: Attach scans of medical records and bills.
    Nov 12, 2007 11:03 am 
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    Replying to: Lonestar10 (Jan 7, 2007 2:46 am)
    Ditto

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    [rbreier]

    Total posts: 2
    Voted helpful: 1
    Quicken Premier 2005
    Windows XP
    This is a new post #11
    of 15         		Re: Attach scans of medical records and bills.
    Sep 30, 2008 03:18 pm 
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    This post is about: Quicken Premier 2009
    Replying to: Lonestar10 (Jan 7, 2007 2:46 am)
    Yes, attachments WERE very usful. Unfortunately, when you upgrade to Quicken2009, your attachments will be dropped out of Quicken!

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    [jpdupont]
    Florida
    Total posts: 1
    This is a new post #12
    of 15         		Attach scans of medical records and bills.
    May 15, 2009 02:51 pm 
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    This post is about: Quicken Medical Expense Manager V2 2007
    Quoted from: lapleader (Sep 30, 2005 11:54 am)
    I scan all of my ...medical records. If we could attach the scans to a record, ... this would be very helpful. I also ...have to be able to provide a lot of history to new physicians.
    So usefull in my finances. Wish it was available in Medical Expense Manager and Home Inventory Manager!!

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    [jlilly9663]
    Illinois
    Total posts: 1
    This is a new post #13
    of 15         		Attach scans of medical records and bills.
    Jun 19, 2009 10:11 am 
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    This post is about: Quicken Medical Expense Manager V2 2010
    I agree! The benefits would be tremendous for those of us with chronic illnesses.

    Replies to this message
  • akpalmer1 (Dec 4, 2009 9:53 pm)



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    [akpalmer1]
    Utah
    Total posts: 1
    This is a new post #14
    of 15         		Attach scans of medical records and bills.
    Dec 04, 2009 08:53 pm 
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    This post is about: Quicken Medical Expense Manager V2 2010
    Replying to: jlilly9663 (Jun 19, 2009 11:11 am)
    I agree, I've been noticing suggestions with older dates. Come Intuit. Are you reading these feed backs?

    I'm trying to declutter my house, but I have EOBS and bills all over.

    I would love to see this upgrade soon.

    Replies to this message
  • jl747 (Dec 29, 2009 8:40 am)



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    [jl747]
    Illinois
    Total posts: 166
    Voted helpful: 6
    Number of years using Quicken: 6 to 10 years
    Quicken Premier 2008
    Windows XP
    This is a new post #15
    of 15         		Attach scans of medical records and bills.
    Dec 29, 2009 07:40 am 
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    This post is about: Quicken Medical Expense Manager V2 2010
    Replying to: akpalmer1 (Dec 4, 2009 9:53 pm)
    According to the support site there is a work around for this question.
    See
    https://support.quickenmedical.com/cgi-bin/quickenmedical.cfg/php/enduser/std_adp.php?p_faqid=413&p_created=1163641440&p_sid=_Jz7yFQj&p_accessibility=0&p_redirect=&p_lva=&p_sp=cF9zcmNoPSZwX3NvcnRfYnk9JnBfZ3JpZHNvcnQ9JnBfcm93X2NudD0yNDcsMjQ3JnBfcHJvZHM9JnBfY2F0cz0mcF9wdj0mcF9jdj0mcF9zZWFyY2hfdHlwZT1hbnN3ZXJzLnNlYXJjaF9ubCZwX3BhZ2U9MQ**&p_li=&p_topview=1

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