You can generate a billing statement for a specific patient or account. You can then print and send that statement to the patient or guarantor.
To generate a billing statement
How to get there
While viewing a patient's record, on the Patient menu, under Financial, click (or tap) Billing Statement.
The Billing Statement dialog box appears.
Set up the following options:
Statement Start Date
From Last Zero Balance - Select this option to include an account's transactions with service dates (transaction dates) since the account last had a zero balance.
Other - Select this option to include an account's transactions with service dates (transaction dates) since the date you enter. The current date is entered by default, but you can change the date.
Walkout (Today Only) - Select this option to include an account's transactions with service dates (transaction dates) on the current date.
The statement will include only the current version of transactions. The statement will not include transaction history or cancellations.
On the statement, a balance forward amount will appear for the account's balance up to the specified date.
Guarantor View - Select this option to include transactions for the current patient, all patients who have the same guarantor as the current patient, and the guarantor (if not the current patient).
Patient View - Select this option to include transactions for the current patient. This option is not available if the patient is the guarantor for only himself or herself (the Guarantor View option will be used).
Statement Message - Type a message that you want to have appear at the bottom of the statement. This message will be saved for the current patient (and appear on this patient's individual statements and walkouts from now on) when you click (or tap) Print. In addition to this patient-specific message, a general message may also appear at the bottom of the statement (if a default message exists for batch statements).
Note: Only the first 450 characters of the statement message can be transmitted with an electronic statement.
Include credit card payment options - Select this check box to have credit card payment options appear on the statement.
Include location abbreviation - With this check box selected, the location abbreviation of the applicable rendering location (if an abbreviation has been set up for that location) appears next to each procedure on the statement.
Include due date as - Select this check box to have the specified date entered as the due date on the statement.
Note: You can choose a date that is 1 to 180 days in the future. However, industry consultants recommend that the due date be 30 days, which is the default.
To record a summary of the statement in the patient's connections history and save a copy of the statement in the patient's Document Manager, set the Add to Patient Connection switch to Yes. To not record the statement as a patient connection or save a copy of the statement, set the switch to No.
With this switch set to Yes, the patient's "last billed date" is updated, which affects which statements get generated if you generate a batch of statements in the future using the Only generate statement if not billed since option.
With this switch set to Yes, if the Guarantor View option is selected, a patient connection is added to, a copy of the statement is copied to, and the "last billed date" is updated for not only the current patient but the patient's guarantor (if not the same) and all patients who have that guarantor.
To send an electronic statement (e-statement) to the patient, set the Send eStatement switch to Yes. To not send an e-statement, set the switch to No.
Do one of the following:
Print a statement for the patient.
If the Send eStatement switch is set to No, click (or tap) Print.
If the Send eStatement switch is set to Yes, from the Print menu, select Print.
Send an electronic statement (e-statement) to the patient. Whether the Send eStatement switch is set to Yes or No, from the Print menu, select Send eStatement only.
Print a statement for the patient and send an electronic statement (e-statement) to the patient. With the Send eStatement switch set to Yes, click (or tap) Print.
If you clicked (or tapped) Print, a .pdf version of the statement, which you can print, appears.
Note: Printed statements fit in #9 single- and dual-window envelopes and #10 single-window envelopes.