Statement History/View Patient Statements & Notifications
Statement History can be viewed from the Statement/Invoice Management Dashboard or from the Guarantor Dashboard.
Statement/Invoice Management Dashboard History
Statement History can be viewed from the History link on the Statement/Invoice Management Dashboard. (Statements > History)
- Detailed History information is given for each Statement/Notification.
- Dates, Status, User, New and Previous Encounters, etc.
- By Batch or by an Encounter
- The ability to view a Statement/Notification is available for a limited time.
- Batches and Exceptions can be modified and uploaded or items can be deleted from the Batch before uploading.
Filter Criteria
Use the Filter Criteria to specify what you want to see in the list.
- Batch Number
- Statement Profile
- Status of the Batch
- All
- Created
- Uploading
- Accepted
- Processed
- Sent Notifications
- Not Batched
- Error
- Running
- Method: All, Cycle, or On-Demand
- Exception Errors
- Encounter Number
- User that created the Batch
- Type: All, Statement Batch, Invoice Batch, or Credit Memo
- Option to Include Empty Batches
- Errors: Include, Exclude, or Only
- Filter Batches based on whether there are Errored Statements in the Batch.
The Errors column will show the number contained in each Batch.
Detailed Batch History List
- Batch
- Select the Batch Number to navigate to the Statements Batch Dashboard.
- Statements: Number of Statements in the Batch
- Created: Date the Batch was created.
- Profile: The Statement/Invoice Profile used for the Batch
- Exceptions Batches are also included.
- Status of the Batch
- User: The User that created the Batch
- Method: Note: On-Demand or Cycle
- Criteria: The Filter Criteria that was selected.
- More detailed for On-Demand Batches
- Errors: The number of Errors in the Batch
History List
- Include Not Batched: Statement batches with only exceptions that were excluded due to statement criteria or manual removal will appear when the checkbox is selected. By default, it hides exceptions batches.
- 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.
- 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.
- Send Billing Notifications link: Quick Billing Notifications can be sent using this link.
View a Statement or Notification
Statement Files are only retained for 120 days. After that period, they can no longer be viewed.
- In the Statement/Notification History or Invoice History panel:
- Select the Plus icon beside the line you want to open.
- To view the Statement or Notification, select the Envelope icon in the Message column.
Guarantor Dashboard Statement History
Guarantor/Patient Statements can be viewed individually In the Statement/Notification History panel on the Guarantor Dashboard. (Patient Dashboard > Select the Guarantor's Name > Statement/Notification History panel)