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
Related Articles
Statement Notifications Panel
The Notification panel is found on the Statements Management Dashboard. All Notifications: Redirects to the Balance Notification History page (unfiltered). Manage Errors: Redirects to the Balance Notification History page (filtered for Errors). ...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 ...Statement/Invoice FAQs
Statement/Invoice FAQs Delete a Statement Batch How do I delete a Statement Batch? How do I upload a Statement Batch again? Description How does the System know which Statement Description to pull? Dunning/Statement Count What is the Dunning Count? ...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 Setup for Invoice Billing System Settings for Invoices ...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 ...