Page Comparison

Patient Statements are able to be generated in the patient accounting or in bulk on the Statements Page.

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1. Amount > = to $: Enter the dollar amount which is the minimum amount owing on patient accounts that you would like to include in the batch.

2. Haven't received a stmt in: Enter the amount of days since a patient(s) last received a statement (this helps prevent frequently generating statements on patient accounts where they would have recently already received a statement)

3. Show details since: Similar to a Credit Card statement, you can choose '1' cycle to only reflect transactions since the last statement cycle, or choose a higher number to reflect past statement cycles and include previous transaction(s) history from past statements.

4. Under ADDRESS INFORMATION you can override what pulls from your facility tab to customize what shows on your statements.

5. Optional: Add Aging Messages depending on how old the balance is

6. Optional: Add in a Disclaimer

7. Optional: Include Zero Balances, Credit Balances, Wait to send statement until insurance claim is closed and/or include UAC on statements.

8. Optional: Enter in Provider NPI or Tax ID

9. Select Credit Cards you would like to appear on the statement (Maximum of 4)

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Select The Filter/Criteria For Statements:
You have the ability to selectively change/edit the statement criteria that will filter the patients' to include in the batch. If no changes are made, the settings will show. You can also use the advance search to search for a specific patient.

To Generate The Statements:

You can now manage the statements in bulk or individually with the action column:

1. Generate /Print Statement- To print out This will have you select if you want to print them, email the statements or send to Mail My Statements if subscribed.

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

3. Preview- Will allow user to view the statement

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

5. Set Preference- This will allow you to filter by preference

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.

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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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D. MAIL MY STATEMENTS

Mail My Statements is an integration that ChiroFusion offers that allows you to send them your file and they will take care of the printing and mailing of your statements. Once the statements are sent, you will be able to see on the STATEMENT TRACKING tab if those statements were sent successfully.

E. STATEMENTS AND OPEN EDGE INTEGRATION

If your office is subscribed to services with Open Edge, there will now be a link that the patients can go pay online. Each statement will have a unique statement ID that will be entered as well as verification information to view their statement online and pay. This will then auto populate their payments to the dates on the statement.

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