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Re: adding more items to the drop down list in the expense section

  •  06-26-2007, 10:34 PM

    Re: adding more items to the drop down list in the expense section

    Attachment: DME_Expenses.PNG
    Hi, Maura.

    You are correct that HealthFrame more than likely could use adding a number of new expense types, especially in support of folks who are tracking IRS deductions.  You are hopefully aware of the fact that HealthFrame allows users to enter expense types that aren't built-into the system.  The limitation of the current release is that it does not remember user-added expense types.  Esther initiated a thread in the forum on this very topic and you may be interested in reading some of the discussions: http://community.recordsforliving.com/forums/thread/634.aspx

    A few other interesting features that may be helpful in the meantime.  HealthFrame supports a powerful combination of linking and report configuration that may help in the current release.

    Let's talk about this a bit further, using your final example, Durable Medical Equiment (DME) expense (e.g. for bandages).  With HealthFrame, you can create an entry for your medical devices (Home > Health > Medical Devices) - please see picture below.  In the record entry for the specific device, you can link to an expense of type "DME" - user defined as explained in the link above.  Finally, you can go to the Expense Transaction Report (Home > Reports > Expenses > Expense Transaction Report) and filter to display expenses of type "DME".  The software will automatically list those for you and add up your expenses for the fiscal year (see bottom of picture below).

    Thanks for taking the time to post your suggestions for improvements,
    Support Team

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