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Quicken Medical Expense Manager

Quicken Medical Expense Manager

Make sense of your medical bills
and expenses

  • Organizes your medical history and expenses on your PC
  • Makes it easy to manage medical bills, prescriptions, and insurance statements
  • Helps ensure you don’t pay more in medical expenses than you have to
  • Keeps your medical information in one easy-to-access place
  • Works with all health plans
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Features and Benefits

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Provides a clear and current picture of your medical spending

With the Cost Calculator, you can see exactly where your medical expenses are going and where you can save.

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Tracks claims and payments across multiple insurance companies

Track claims and payments for up to five insurance companies (including Medicare) so you know what's been paid or reimbursed, and don't over- or underpay.

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Shows you what to do next

Not sure what to do with a bill? Quicken Medical Expense Manager helps you decide whether to: send a payment, wait for insurance, or start asking questions.

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Manages installment payments

Prefer to pay off medical expenses over time? Quicken Medical Expense Manager tracks your installment payments until they're completed.

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Finds and helps you fix overcharges and billing errors

Has your insurance already paid a bill? Confirm it with Medical Expense Manager. You can also identify costly errors or duplicate bills.

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Shows instantly when you've met your deductibles

The Deductibles Report shows your progress against deductibles by individual and family for both in-network and out-of-network providers.

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Helps you get the medical tax deductions you deserve

Track all your taxable health care expenses, including related mileage, so you don't miss out on medical deductions.

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Manages your Flexible Spending Accounts (FSA)

Take the guesswork out of managing Flexible Spending Accounts. Quicken Medical Expense Manager helps you figure out how much to contribute and makes it easy to monitor what you've spent and been reimbursed to date.

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Stores critical information for the whole family - all in one place

Quicken Medical Expense Manager is the perfect tool for elder care or family health care management. Record important information for each member of your family, such as doctor's visits and prescriptions - and get a quick snapshot of exactly what and whom you owe.

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Tracks each person's medical and prescription history

Quicken Medical Expense Manager automatically creates an individual Medical and Prescription History. Discover trends in your health, or print the history and take it to your next doctor's appointment.

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Reminds you of upcoming events

The Reminder Tool for each person (or pet!) alerts you to upcoming appointments, prescriptions that need to be refilled, and expenses that are pending or in dispute.

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Consolidates contact information

The Contacts feature stores contact information and notes for all of your providers, insurance companies, pharmacists, and more.

Quicken Medical Expense Manager includes helpful tools that make it easy to organize, track, and get an instant snapshot of where you stand with all your health care expenses:

Saves you time on your taxes

Cathy from Chicago, who has diabetes and frequent doctor visits, told us that before she used Medical Expense Manager, she missed taking the tax deduction one year by just $200 - mainly because she forgot to include mileage!

Automatic Mileage Tracker

  • Set mileage once for each doctor or hospital
  • When you visit that provider, the mileage is entered

Tax Deduction Report

  • Collects all your deductible expenses in one place
  • At tax time, simply enter the total on your tax return

Keeps track of your Flexible Spending Account

Glenna in Stockton, CA: "This would have been great last year - we underestimated how much we'd been spending and didn't put enough into our FSA. This cost us tax money!"

Tracks FSA Reimbursements

  • Lets you set the FSA status of each expense: "To Submit," "Submitted," or "Reimbursed"
  • Shows you where all of your FSA submissions stand, so you don't lose track of reimbursements
  • See at a glance how much of your FSA you've spent

Helps you manage billing disputes

Catherine in Waukesha, WI: "Recently it helped me catch a $1,200 insurance payment that was made to a hospital after I already paid it. I called the hospital on this and they reimbursed me. The hospital would never have paid me unless I requested it! This is definitely a benefit to me."

Watch for overpayments

  • Catch situations where you've paid too much

Keep track of disputes

  • Send a pre-filled dispute letter
  • Stay on top of disputes with Billing Notes
  • Set status to Dispute, so you can see it a glance

Quicken Medical Expense Manager is a standalone product designed specifically to track medical expenses and does not integrate with Quicken Personal Finance Software or TurboTax Software.

System Requirements

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Computer IBM or compatible Pentium III 500 MHz (1 GHz recommended)
Operating System Windows 2000/XP/Vista. For Windows 2000 or greater, administrator rights are required to install or upgrade Quicken Medical Expense Manager.
Memory 512 MB RAM (1 GB RAM recommended)
Hard Disk Space 200 MB
Monitor SVGA 1024x768 recommended with 16 bit colors (800x600 also supported)
CD-ROM Drive CD-ROM or DVD drive (required for CD version only, not download)
Internet Connection 56 kbps modem or higher
Sound Sound card and speakers recommended
Printer Any printer supported by Windows 2000/XP/Vista
Browser IE 6 or higher
Make sense of your medical bills -
for members of CIGNA, United Healthcare, and Medical
Mutual of Ohio
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[1] Online features require Internet access and are subject to change. Services vary among participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees. More than 6,122 participating financial institutions as of 05/21/08.

[2] TurboTax sold separately.

[3] Email, Forums and Chat technical support provided 24 hours a day, 365 days a year. Phone technical support provided Monday–Friday, 5:00 a.m.–5:00 p.m. Pacific time. Additional fees may apply.

[4] If you're not 100% satisfied, return Intuit software with your dated receipt within 60 days of purchase for a refund of the purchase price (return shipping and handling charges not included).