Attach a Statement Profile to a Patient

Attach a Statement Profile to a Patient

When a new Patient is added, the Statement Profile automatically defaults to the Patient Demographics screen from the Statement Profile setup.


Manually add or modify the Statement Profile on one Encounter

  • Patient Dashboard
  • Select the Edit 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 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.



    • Related Articles

    • Statement History/View Patient Statements & Notifications

      Statement/Invoice History Panel on the Guarantor Dashboard Statements > History > Guarantor number > Statements/Notification History Panel OR Patient Dashboard > Select the Guarantor's Name > Statement/Notification History A list of all Statements ...

    • Statement/Invoice Profiles Setup

      Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...

    • Statement/Invoice FAQs

      Statement/Invoice FAQs Balance Forward on Statements/Invoices How do I show/exclude Balance Forward on Statements? How do I show/exclude Balance Forward on Invoices? Delete a Statement Batch How do I delete a Statement Batch? How do I upload a ...

    • Patient Dashboard: Balance Panel

      Balance Panel Features Navigation Links Post Charge Opens the Post Charge screen to add a new Charge for the Patient. ERAs Shows the number of ERAs, and the link opens the existing ERA List that is associated with the Patient. Cases Shows the number ...

    • Add/Register a New Patient

      A new Patient can be registered from: Patient Lookup The Scheduling Dashboard > Patient Registration button The Calendar. The Navigation Search Box (Go-Box) You can determine which fields you want to be mandatory when adding a Patient from Patient ...