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About julieensor

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  1. I have to agree 100% with Terry. Besides the issues of liability for errors (which are inevitable) and hardship you may cause for the patients, mental health billing is NOT easy (or easy to learn). My mother-in-law works from home doing medical billing for several therapists. She began by working in an office and was taught how to do the work by someone who was experienced. Even after doing this work for many years, she still has issues with the insurance companies on a very regular basis. And as a side note, she says Blue Cross and Medicare are the absolute WORST to have to deal with for mental health care (too many rules, very slow to pay, constantly having to fight them, etc.). One of her most recent clients came to her because they hired someone inexperienced who completely and totally messed up everything because they didn't know what they were doing. It took her months and months to fix what this lady had done in only 3 months! She has known one person who decided to start doing this without experience, but he did have other insurance experience. He called her quite often with a long list of questions and problems he was having. Without having someone like that to help you and advise you, I really don't know how you would manage... especially since the therapist doesn't seem to know anything about this stuff either. The insurance companies are not going to help you. You truly have to be an advocate for the patients you represent, and you can't do that if you don't know the ins and outs of the process. You will ultimately have to make your own decision, but I would strongly advise against getting into this unless you are going to get some real training and find a friend or mentor in the business that you can turn to for help when you need it. Just my 10 cents...
  2. You should come!!! If you start now, you might make it!
  3. Just wanted to send a reminder to anyone who might be interested in attending. We will be meeting at J. Alexander's in Cool Springs (Franklin) this coming Sunday. If you haven't already responded and would like to attend, please let us know via email as soon as possible! We already have a good group together. Can't wait to meet everyone in person! Thanks!
  4. Congratulations to all the winners! All three prizes are AWESOME resources for VAs!!!
  5. I don't know if it can be done in QB (don't think so), but you could send the invoice to yourself in QB and then forward the invoice and spreadsheet to the client from your email.
  6. Yay! I can't see it on here for some reason, but I saw it with your link. Looks awesome! Congrats and hopefully you'll have a great response to it!!
  7. I'm not an expert on this subject, but from the research I have done in the past, this is my understanding... The R symbol with the little circle around it means the name/logo/mark has been registered with the US Patent and Trademark Office. It cannot be used without their approval. The TM (trademark - for a product/brand name) and SM (service mark - for a service name) are granted by your state. You can register your mark with your state for usually a much lower fee (and faster turnaround) than the federal registry. However, I believe it only protects you from being infringed upon by others in your state. Some states will allow you to use the TM and SM marks even if you are not registered with them, and others will not, so you should check with your state office to be sure what the rules are before you stick it on your materials. I think this is a good, low- or no-cost alternative to the federal registration, and it may help scare off would-be copycats. If you are really serious about protecting your name/logo, then the federal registration is the way to go.
  8. I can see how you might have to pay sales tax if... 1. You are buying the materials tax exempt and then charging the client for them OR 2. You are buying the materials and paying sales tax, but you are upcharging the client for the materials, then you should have to pay sales tax on the difference. However, and I may be wrong, it seems to me that if you are just charging them the same amount you paid for the materials, and if you already paid sales tax when you bought the materials, then you shouldn't have to pay any additional sales tax. I am by no means an expert on this... just discussing what seems to make sense based on my previous dealings with the DOR in TN. Again, may be different for your area.
  9. First of all, CONGRATULATIONS on your first client(s)!!! Requesting money through PayPal is super easy. Just login and click on "Request Money" and it will walk you through the steps. Are you sure you need to charge sales tax? I suppose it must be different for each state, but here sales tax is charged for products, not services. This might be the reason you can't find many threads on the topic... You should definitely check with your state's dept of revenue to find out for sure.
  10. Looks so awesome, Connie! I know you've been working so hard to get it going. Way to go!! If you're looking to hire a great designer, or if you just want to learn a little about it, Connie is THE person to go to!! She is the best!!!!
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