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.



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