3.7 Patient Statements

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

5. Optional: Add in a Disclaimer

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

7. Optional: Enter in Provider NPI or Tax ID

8. 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 drop down and select Preview Statement

2. Select dates

3. Click Preview Statement.

Note: You may also select the ፧ to generate a statement for an individual date

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.

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

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.

Note: 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.