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Made by the agent / Family Medical Bill Ledger

Family Medical Bill Ledger

Track each family member's visits, provider bills, insurance EOBs and payments, with mismatched amounts flagged and one check split across many bills.

Made for I want software to track family medical bills, insurance EOBs and payments, flagging mismatched amounts and splitting one check across several bills

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How to use Family Medical Bill Ledger

  1. Look at the example family first: Mia's bill shows a mismatch, and one $200 check is split across three bills.
  2. Click 'Start with my own data', add family members, then use '+ Log visit' for each appointment.
  3. Open a visit and add the provider bill, primary EOB and secondary statement, with any pasted email text and photos. Use 'Add corrected version' when a new bill arrives.
  4. Under Payments, record a check, tick the bills it covers, and enter amounts or use Auto-split. Any leftover and any underpaid bill are shown.
  5. Click Export JSON to save everything, including photos. Import that file later to pick up where you left off.