This panel categorizes Statements/Invoices by their Status across all Batches within the cycle days determined by Admin > Statement Profiles > Add/Modify > Cycle Days.
Status
The Status column will provide information on why each item did not mail and the number of items that were Mailed. Select the items number to view specific items.
Statement Batches that have not been sent/uploaded or printed will be listed in the Statement Batches to Be Sent/Processed panel.
Select the Batch number.
Exception Batches are displayed in the list.
Select the Items number to view.
After the Batch is uploaded/printed, it will be removed from this panel.
It will be displayed in History.
If a Batch has been uploaded, it cannot be uploaded again.
Usually, in the case of errors, an email needs to be updated or a new email address requested.
The Employer Invoice number is displayed in the Charge Panel on the Encounter Dashboard.
View-statement-invoice-batches-7-9-2021
view-statement-invoice-batches