Statement Report
This Statement manager allows statements to be run both in group or individually by patient or guarantor.
Billing menu->Reports->Statement Report
Statement Report Options
- Minimum Balance: Set a minimum balance by which to send statements out. This will not allow any statement to print if the balance is less than the minimal set here.
- Group: Print batch statements by Provider or Group.
- Patient: Print individual statements for a select Patient.
- Guarantor: Print individual statements by a select Guarantor.
- Date Range: Select for aging on statements to calculate based on the Date of Service or the Posted Date of each charge.
- Search Guarantor: Run batch statements alphabetically by Guarantor/Patient Last Name Range. (Statements will be grouped by Guarantor.)
- Remit To: Select the Remit To facility for receiving patient payments.
- Notes: Enter any note that you would like to go on every statement within the batch selected.
- Do not show tax id: Check to not include the Tax ID on patient statements.
- Do not show pending insurance items: Check to NOT include any charges that are pending insurance.
- Top Margin: If using any kind of perforated paper to send out patient statements and need to adjust the margins, enter the number that matches up with your statement paper.
- Submit Via Clearinghouse: If sending statements to Gateway EDI for them to print out and mail for you, check this box to upload the statement batch.
- Testing: If needing to send a test batch of statements to Gateway EDI, check this box prior to sending.
- Click Okay when finished to generate the statement batch.
Sample Statement
Sample Statement Report
Confirm Saving to the Database
Click Yes to save a copy of each statement in the associated patient account.
Click No to not save a copy of each statement in the associated patient account, and re-run the statement batch.
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