Page Comparison

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

A. SET UP STATEMENT CRITERIA:

Billing> Patient Accounting>Statements> Settings

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:

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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)

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Optional: Search by provider

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Optional Enter NPI

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Optional Tax ID

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Optional: Patient Search

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Click Search once you are done entering your criteria details & all patients with the applied criteria will display.

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You can selectively click the check boxes for the patients to include in this batch, or click the top header check box to 'Select All' patients on page. You can also manage them individually.

To manage statements individually, click on ፧ under the action column. Here you can:

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Generate/Print Statement- To print out

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1. Add Aging Messages depending on how old the balance is

2. Optional: Add in a Disclaimer

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

4. Optional: Enter in Provider NPI or Tax ID

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

B. GENERATING & MANAGING PATIENT STATEMENTS IN PATIENT ACCOUNTING:

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

1. Click Bulk Action dropdown and select Generate Statement

2. A pop-up of the Statements tab will appear, displaying the selected patient, allowing you to efficiently manage their statement.

   1. You can add a note, change the settings, or add an addressee

3. Click Generate/Print Statement

4. Choose option: email, print, or send to MailMyStatements™ (if subscribed)

   1. 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.

5. 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:

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 manage the statements in bulk or individually with the action column:

1. Generate Statement- This 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

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

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To manage statements in bulk you will select a few or all. Then you can select the bulk actions at the top

1. Remove- Will temporarily remove the patient's from the list

2. Preview- will allow user to preview the statements

3. Add Note- will allow user to add the same note on all the statements generated

4. Generate- will allow you to select to print or email statements.

   1. When emailed will email the email on file. Those with no email will stay on list to be printed.

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To edit patient information click on the patient’s name.

1. Set Preference- This will allow you to filter the statements according to preference

To Edit Addressee

1. Click on ፧ in the action column

2. Click Add Addressee

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1. and enter information

2. 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.

• 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

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Optional: Change the From and To date. Will already have a default of last 30 days

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Optional: Select Provider

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Optional: Search for patient

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Click search.

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1. Enter in Search/Filter Criteria

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

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To manage individually you will select the three dots under action and you can select:

1. Reprint Statement

2. Email Statement (only available if client has an email on file)

1. You can now manage the Statements

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

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D.

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To generate a statement for one date of service in Patient Accounts

• If a need arises where you just need a single DOS to appear on a statement you can do this in Patient Accounting. Here you will click on the encounter details and to the right of the charge click ፧. This will now allow you to click Preview Statement and will generate a statement for you.

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

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If you need to select multiple dates of service to appear on the statements, you can do so by going to the Bulk Action Menu.

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You will next click on Preview Statement

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Select the dates you wish to appear

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MailMyStatements™

MailMyStatements™ (MMS) 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.

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