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 and Notifications is viewable on the Statement/Invoice Batch History screen.
- Detailed History information is given for each Statement/Notification.
- Dates, Status, User, New and Previous Encounters, etc.
- The ability to view a Statement/Notification is available for a limited time.
History Details
- Batch: Batch Number that this Statement was in.
- Statement Profile that was used.
- Batched: The Date the Statement was Batched.
- By: Who batched the Statement.
- Job Executor will display If the Statement was batched by the Job Scheduler.
- The User's ID will display if manually batched.
- Uploaded: Date the Statement was Uploaded
- By: User who uploaded the Statement.
- Patient: Patient Name(s). The Guarantor can have more than one Patient attached.
- New Encounters in the Statement Batch: These are Encounters that have never been billed on a Statement.
- Amount of the New Encounters.
- Encounters Previously Billed.
- Amount of Previously Billed Encounters
- Total Amount Billed (New and Previously Billed)
- Status of the Statement (Mailed, Not Yet Mailed, etc)
- Manually Removed: Encounters that were manually removed by a User.
- Not Batched: Encounters that did not batch.
- Exception: Reason an Encounter did not batch.
View Patient/Guarantor Statements & Notifications
The Statements and Notifications can be viewed in the Statement/Notification History Panel on the Guarantor Dashboard.
- On the Patient Dashboard, select the Guarantor's name.
- All the Statements/Notifications are displayed for this Guarantor in the Statement/Notification History panel.
- The Statements are viewable for a limited amount of time, but will always be in the list.
- The Statement default to view Statements is 120 days. After 120 days, the View option will not be available.
- If you need this changed, contact Support.
- In the Statement/Notification History or Invoice History panel:
- Statements
- Select the Plus icon.
- For Statements, select the PDF icon in the Message column to view a Statement
Learn More
Mailed Status of a Statement
Guarantor Dashboard Overview
Patient Dashboard Guarantor Panel
Modify a Guarantor
Notification FAQs and Troubleshooting
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