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To generate a statement for multiple dates in patient accounts for one patient.
Click Bulk Action drop down dropdown and select Preview Statement
Select dates
Click Preview Statement.
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Generate Statement
A pop-up of the Statements tab will appear, displaying the selected patient, allowing you to efficiently manage their statement.
You can add a note, change the settings, or add an addressee
Click Generate/Print Statement
Choose option: email, print, or send to MailMyStatements™ (if subscribed)
To email a statement, the patient must have both the last four digits of their Social Security number and a valid email address on file.
Review statement and click ‘Confirm’
To View Generated Statements in Patient Accounting
Under the main options, you'll find 'Preview Generated Statements.' Selecting this will open a pop-up displaying all generated statements for the patient. From here, you can either reprint a statement or view a history of when statements were generated.
C. GENERATING & MANAGING PATIENT STATEMENTS IN BULK:
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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.
Exclude UAC Option
If a patient's Unapplied Credit (UAC) exceeds their balance, the system will, by default, not trigger the patient for a statement. However, you can choose to exclude the UAC from the patient’s overall balance by selecting the ‘Exclude UAC’ option and clicking ‘Search’. This will prevent the UAC from being factored into the balance when determining whether a statement is needed.
To Generate The Statements:
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