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
Amount > = to $: Enter the dollar amount which is the minimum amount owing on patient accounts that you would like to include in the batch.
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)
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.
Optional: Add Aging Messages depending on how old the balance is
Optional: Add in a Disclaimer
Optional: Include Zero Balances, Credit Balances, Wait to send statement until insurance claim is closed and/or include UAC on statements.
Optional: Enter in Provider NPI or Tax ID
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.
Click Bulk Action drop down and select Preview Statement
Select dates
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:
Generate/Print Statement- To print out
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.
Remove- Will remove the statement temporarily from the list
Preview- Will allow user to view the statement
Add Note- Can add a note onto the patient's statement
To Edit Addressee
Click on ፧ in the action column
Click Add Addressee and enter information
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
Select the drop down in the top right hand side
Select the batch you would like to regenerate
You can now print preview if necessary
To manage previously generated statements
Select Radio button labeled Previously Generated Statements
Enter in Search/Filter Criteria
You can then manage the previously generated statements individually or in bulk.
You can now manage the Statements
Print- You can either reprint statements or print a list
Email statements again.