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.
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Statements/Invoices Management Dashboard
Statements/Invoices Management Dashboard The Statement Management Dashboard provides table and graphical breakdowns of the counts and dollar values of the statement batches. Learn More: Statements/Invoice Setup Features on the Statement Management ...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 ...Statements/Invoices Overview
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Use Job Scheduler to Batch Statements Create a job to run Statement batches From Admin on the left side bar, select Job Scheduler Select Add. Run Function: Select Batch Statements from the dropdown. Batch: Choose one of these Options: ...Mailed Status of a Statement Batch
Was the Statement Batch Mailed? Statements > History Mailed: Indicates the Statement/Invoices Batch has been processed and mailed. When was the Statement Batch Mailed? Select the Batch Number link on the Statement Batch History screen. The date and ...