The Statement Submission Report provides insight into your billing activity. The report lists the billing statements that have been sent electronically and printed during a specified date range. Also, the report provides details regarding each of those statements.
To view the Statement Submission Report
On the Home menu, under Reports, click (or tap) Statement Submission Report.
The Statement Submission Report page opens.
Set up the following options:
Locations - The statement submissions for the selected locations. Do any of the following:
Leave the check box next to the current location name selected to view statements for only that location.
Select the All check box to view statements for all locations in the organization.
Click the 1 of [#] location(s) selected link to select or deselect locations.
Note: Only locations that you have access to are available.
Date Range - The date or date range of statement submissions to include on the report. Leave the date range for this month selected, or select the desired date (today, yesterday, or a specific date) or date range (last 7 days, last 30 days, or a custom range).
Click (or tap) Search.
On the report, the Electronic eStatements and Printed in Office sections each have a number in parentheses that indicates the number of statements of that type and a balance that equals the sum of the "Please Pay This Amount" values from those statements. Expand a section to view details of each of the corresponding statements: the date and time, the type (patient or guarantor), the patient or guarantor's name, where it was generated (from a batch of statements, from a patient's ledger, or from a patient's walkout), and the amount due.
To print the report as viewed, click (or tap) Print.
Note: If a section has more then 100 statements, click (or tap) the Show More link to list more statements.