After creating a Statement Batch, it is recommended that you review the Statements before uploading the Statement Batch or before mailing if you are doing the Statements in-house.

If you have the Exception Batch feature enabled, the System will automatically create Statement Batches that contain the Errors called Exception Batches.

• Reviewing gives you the opportunity to fix errors before the Statements are uploaded or mailed.

• Clean Statements and Exception Batches should be reviewed before being sent.

• Statements can be removed from the Batch, written off, or the Dunning Count can be reset before sending.
• Patient Credit Balances can be Reapplied to Encounters with a Patient Balance.
• Statements that have Escrow on at least one Encounter can be applied if applicable.

• Once the Statements are uploaded/mailed, these options will no longer be available.
• Learn More in Statement Exception Batches.

Statement Batch Items Filters

Use the Filters on the Statement Batch Items screen to specify your search.

• Separate By:

• Guarantor: Shows Statements for all Patients connected to the Guarantor
• Encounter: Shows each Encounter with the ability to Modify or Remove a single Encounter from a Statement
• Patient: Shows each Patient with the ability to Modify or Remove a Patient from a Statement that may have the same Guarantor as another Patient.

• Patient/Guarantor/Encounter ID: Designate a specific Patient, Guarantor, or Encounter.
• Collection Encounters: Include, Exclude, or Only
• DOS: Date of Service From and To: Specify specific Dates of Service range.
• Dunning Count >=/<=: Number of times a Statement has been sent with no Payments
• Statement Count >=/<=: Number of Statements that have been sent regardless of Dunning Count
• Status: All, Mailed, Errored, Not yet Mailed
• Facility: Select a specific Facility or multiple Facilities to include or exclude (multi-select field)
• Billing or Rendering Provider: Select Billing or Rendering Providers to include or exclude (multi-select field)
• Deductible, CoInsurance, Copay, or Other PR
• Escrow: Show only those Statements that have Escrow on at least one Encounter.
• Credits: Show Statements that have credits on at least one Encounter

Review Statement Batch Items

1. On the Statements/Invoices Management Dashboard, select the Items number on the Batch to review.

OR

• Select the Batch number on the Statements/Invoices Management Dashboard; and
• Select View Batch Items.

2. Use the checkbox field to Remove or Modify Selected Items.
3. Select the Remove Selected Items or the Modify Selected Items button.

4. Press the OK button to remove the selected Statements from this Batch.

Learn More: Remove or Modify Selected Items in a Statement Batch

Modify Statement Items to Write-Off

1. Select the checkbox(es) for the Items to Modify.
2. Select the Modify Selected Items checkbox(es).

3. Action: Select Write-off Balance
4. Adjustment Code: Use Existing Adjustment Code or create new one using the Add button.
5. Change Status: Select what you want the Claims Status to be after the Write-Off.
6. Remove from Batch: Select the checkbox to remove this item from the Statement Batch.
7. Enter an appropriate Note.
8. Select Save [F2].

Reset Cycle Days

The Remove Selected Items button changes to Reset Cycle Days after the Statement batch is uploaded.

• On the View Batch Items screen, the Separate by Filter must be Guarantor and only for Statement Errors.

• Statements > Statement Batch Number > View Batch Items link

• Select the items to Reset the Cycle Days.
• Select the Reset Cycle Days button.
• A Validation Warning will display with the Guarantors that will have their Cycle Days reset.
• The Cycle Days will reset on the Guarantor Dashboard.

Learn More

Statement Exception Batches

Statements/Invoices Overview

Access Statement/Invoice Batches

Statements/Invoices Management Dashboard

Statement History/View Patient Statements & Notifications