Patient Statements can be generated on an individual patient account directly in Patient Accounting, and this allows you to selectively choose the items that will appear on a patients' statement. You also have the option to manage patient statements individually & in bulk under the Statements page in billing.
A. GENERATING A PATIENT STATEMENT ON AN INDIVIDUAL PATIENT ACCOUNT:
Go To: BILLING > PATIENT ACCOUNTING
- Select the individual charges you'd like to include by clicking on the checkboxes for each visit/transaction (Clicking the top check box on the header will 'Select All')
- Select Action: Choose 'Patient Statement'
- A pop-up window will display with the statement details & you can click on the Print tab to print the statement.
There are more editing capabilities when generating a patient statement from the 'Statement' page. If there is a need to further customize a patient statement, you will want to use the option below as it provides more flexibility for editing.
B. GENERATING & MANAGING PATIENT STATEMENTS IN BULK:
Go To: BILLING > FINANCIAL > STATEMENT
Select The Filter/Criteria For Statements:
- Statement Maintenance: You have the ability to selectively change/edit the statement criteria that will filter the patients' to include in the batch.
- 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.
- You also have the option to manually edit the Tax ID & Provider NPI field.
- Click Search once you are done entering your criteria details & all patients with the applied criteria will display.
To Generate The Statements:
- 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.
- Click the 'Select Action' (bottom page) 'Generate Statements'.
- A pop-up window will appear displaying all patient statements & you can click Print to print all the statements at once.