Attach a Statement Profile to a Patient

Attach a Statement Profile to a Patient

When a new Patient is added, the Default Statement Profile will be selected automatically on the Patient Demographics screen.

Manually add or modify the Statement Profile on a Patient's Encounter

  • Patient Dashboard
  • Select the Modify link in the Demographics panel.
  • In the Additional Info panel on the Modify Patient screen, select the Statement Profile from the Statement dropdown.
  • Encounter Dashboard
  • Select the Modify button.
  • In the Claim panel, select the Statement Profile from the Statement dropdown.
  • This overrides the Patient Demographics Statement Profile setting.


Modify the Statement Profile for Multiple Encounters on a Patient in One Step

  • Patient Dashboard
  • In the Balance panel, choose Change Statement Profile from the Select Action dropdown.
  • Select the checkboxes on the Encounters to change.
  • Select the Apply button.

Patients and Encounters Without a Statement Profile

Statements Profiles Screen

The number of Patients that do not have a Statement Profile can be identified on the Statement Profiles screen.

IdeaNote: This will update all Patients without a Statement Profile to the same Statement Profile. If the Patients should be on different profiles, do not update here.

  1. A banner will be displayed on the Statement Profiles screen indicating the number of Patients without a Profile.

  2. Select the number on the banner.

  3. To update all Patients that do not have a Statement Profile, select the options from the dropdown.

    1. No Update

    2. "Statement Profile A"

    3. "Statement Profile B"

  4. Select Save [F2].



Statements Management Dashboard

In the Profile Details panel, the Update Missing/Archived Profiles link shows the number of Patients and the number of Encounters that are missing a Statement Profile.

  • Select the Update Missing/Archived Profiles link.

  • All Patients and Encounters can be updated as explained above.

Update the Statement Profile on each Encounter

Updating an Encounter does not update other existing Encounters nor the Patient Demographics on the Patient Dashboard.

  1. Encounters can be updated individually by selecting the Encounters number.

    • The Custom Encounter Query will display with a list of Encounters that are missing a Statement Profile.

  1. Select the Encounter ID to open an individual Encounter.

  2. Select the Modify button to update the Statement Profile on the Encounter.

  1. Update the Statement Profile.

  2. Select Save [F2].

Update the Statement Profile on the Patient Information Screen

Alert

Updating the Patient Statement Profile does not update existing Encounters. All Encounters going forward will have the updated Patient Statement Profile.

  1. Select the Patient ID to open the Patient Dashboard.

  2. Use the Modify link in the Demographics panel to open the Modify Patient screen.

  1. Choose the Statement Profile in the Additional Info panel.

  2. Select Save [F2].