Better Statements History and Run Log
Improved Statements History
On the Encounter Dashboard, the Dunning/Statement Count button has been changed to Statement History which displays the Encounter Statement History. This makes it easier to see if an Encounter was included in a Statement Batch, and the reason it was not sent with the batch. The Dunning Count can still be changed using the Change Dunning Count button.
On the Guarantor Dashboard, two new columns have been added: Manually Removed and Not Batched with a hover-over displaying the reason. Add screenshot
Improvements have been made for Statements on the Encounter Dashboard, the Guarantor Dashboard, and the Statement Dashboard.
Related Articles
Claim Batch History
The Claim Batch History screen shows a list of all Claim Batches that have been created. Select Claims on the Left Side Menu. In the Claim Submission Queue panel, select the Claim Batch History link. Claim Batch History 1-2 Filter Criteria: Use the ...Eligibility History
Eligibility History can be accessed from multiple places in the System and can be viewed by Patient and by Batch. Eligibility History Report Reports > Patient panel > Eligibility History button. This report can be used to view the Eligibility checks ...Statements/Invoices Management Dashboard
The Statement Management Dashboard provides breakdowns of the batch counts, dollar values associated with the batches, and the status of the batches. Before Statements/Invoices can be sent, Profiles must be set up. Learn More: Statements/Invoice ...Statement History/View Patient Statements & Notifications
Statements > History > Guarantor number > Statements/Notification History Panel OR Patient Dashboard > Select the Guarantor's Name > Statement/Notification History A list of all Statements and Notifications is viewable on the Statement/Invoice Batch ...Statements/Invoices Overview
Statements/Invoices Overview Statement and Invoice Profiles must be set up before Statements can be sent. Statements and Invoices must be set up separately. Both require Proofs to be approved. Statement Profiles Setup Statement/Invoice Test Batch and ...