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
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.
Under ADDRESS INFORMATION you can overwrite what pulls from your facility tab to customize what shows on your 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. 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:
Generate Statement- This will have you select if you want to print locally, email the statements or send to MailMyStatements™ (if subscribed).
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
Set Preference- This will allow you to filter the statements according to preference
MailMyStatements™ is a printing service integration. Please click here for more information.
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.
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
D. 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.
There is no need to log into your MailMyStatements™ account directly as everything is managed within your ChiroFusion account. Any direct management of statements in your MMS account will disrupt the chain of flow and not reflect correctly in your ChiroFusion account. The only reason you may need to login to this account is if you are managing your billing options/invoices.
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.
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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