Page Comparison

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B. GENERATING & MANAGING PATIENT STATEMENTS IN PATIENT ACCOUNTING:

To generate a statement for multiple dates in patient accounts for one patient.

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1. Generate/Print Statement- To print out

2. Generate/Email Statement- Will email to the email on file if input. When emailing in bulk if no email on file will keep on list to print.

3. Remove- Will remove the statement temporarily from the list

4. Preview- Will allow user to view the statement

5. Add Note- Can add a note onto the patient's statement

To Edit Addressee

1. Click on ፧ in the action column

2. Click Add Addressee and enter information

3. Select Use This Address to overwrite the patient's name or deselect to remove the addressee from the statement.

Note:

• If an addressee has already been added to that patient they will have a red envelope next to their name.

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• You can click on the patient balance to manage the patient’s accounting in case a UAC had not been applied.

To view previously generated batches

1. Select the drop down in the top right hand side

2. Select the batch you would like to regenerate

3. You can now print preview if necessary

To manage previously generated statements

1. Select Radio button labeled Previously Generated Statements

2. Enter in Search/Filter Criteria

3. You can then manage the previously generated statements individually or in bulk.

4. You can now manage the Statements

   1. Print- You can either reprint statements or print a list

   2. Email statements again.

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