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

Statement Report Options
  1. 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.
  2. Group: Print batch statements by Provider or Group.
  3. Patient: Print individual statements for a select Patient.
  4. Guarantor: Print individual statements by a select Guarantor.
  5. Date Range: Select for aging on statements to calculate based on the Date of Service or the Posted Date of each charge.
  6. Search Guarantor: Run batch statements alphabetically by Guarantor/Patient Last Name Range. (Statements will be grouped by Guarantor.)
  7. Remit To: Select the Remit To facility for receiving patient payments.
  8. Notes: Enter any note that you would like to go on every statement within the batch selected.
  9. Do not show tax id: Check to not include the Tax ID on patient statements.
  10. Do not show pending insurance items: Check to NOT include any charges that are pending insurance.
  11. 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.
  12. 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.
  13. Testing: If needing to send a test batch of statements to Gateway EDI, check this box prior to sending.
  14. Click Okay when finished to generate the statement batch.

Sample Statement

Sample Statement

Sample Statement Report

Confirm Saving to the Database

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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