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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 overwrite 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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C. GENERATING & MANAGING PATIENT STATEMENTS IN BULK:

Go To: BILLING > PATIENT ACCOUNTING > STATEMENTS

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 outThis will have you select if you want to print locally, email the statements or send to MailMyStatements (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 the statements according to preference

Info

MailMyStatements is a printing service integration. Please click here for more information.


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. MailMyStatements™

MailMyStatements is an integration that ChiroFusion offers that allows you to send them your statement 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 OPENEDGE INTEGRATION

If your office is subscribed to OpenEdge for payment processing, the statement will include a link that the patients can follow to pay their outstanding balance online. Each statement will have a unique statement ID that will need to be entered as well as verification information to view and/or pay their statement online. Once the patient payment is made it will then auto populate to the corresponding charges within the patients account.

Info

Patients will need the last 4 of their Social Security Number entered in their ChiroFusion profile in order to view their statement online for verification purposes.

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