Statement/Invoice FAQs

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?

What is the difference between the Statement Count and Dunning Message Count?

What is the Dunning Limit?

Statement Profile

  • Select No Dunning Limit to continue to send statements for Patient balances indefinitely.
  • If this option is not selected, the number of Dunning levels created on this screen will determine the maximum times a balance will be billed without an adequate payment (see the smart tip next to Payment Rules).
  • Once the highest defined Dunning Level has been reached on an Encounter, when Statements are next batched the Encounter(s) will go into the Pre-Collections Worklist, instead of the Statement batch.
  • Note:
  • The ability to reset a dunning level when partial payments are received means that the number of actual Statements sent can exceed the Maximum Dunning Level defined in the Statement Profiles.
  • When a Guarantor has a new balance that qualifies for a Statement, all balances for that Guarantor will be sent on that statement.
  • Example: There is an old balance that exceeds the defined dunning limit and is therefore not getting billed (and has not been written off or sent to collections).
  • If a new Encounter balance qualifies for a Statement, both balances will be billed on that statement.


History

How do I see a Patient's Statement History?

Hold

Put a Statement on Hold

Invoice Batch

How do I find an Invoice Batch?


Last Billed

How is the Last Billed Date and Amount calculated on the Guarantor's Panel on the Patient Dashboard?


Print/View

How do I print a Statement?

How do I view a Patient's Statement?

Remit Address

What is the Remit Address?

Where do I setup the Statement Remit Address?

Statement Batch

How do I find a Statement Batch?


Statement Profile

How do I attach a Statement Profile to a Patient?

Test Statement Batch

How do I delete a test Statement Batch?


Upload

Why is the Statement Upload button grayed out (not available)?





    • Related Articles

    • Statement/Invoice Profiles Setup

      Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...
    • 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 ...
    • Reset the Dunning Count from the Pre-Collections Worklist

      From the Pre-Collections Worklist, choose the Encounters. Select Set Action. From the Choose Action dropdown list, select Reset Statement Counter to X. Select Run. Select Apply Action. Select Run. Learn More What is the Dunning Count ...
    • On-Demand Statements/Print or Upload

      On-Demand Statements The On-Demand Statement option gives you the ability to produce a Statement outside of Cycle Billing. Create an On-Demand Statement Choose Statements on the Left Sidebar menu. On the Statements Management Dashboard, select the ...
    • Access Statement/Invoice Batches

      Access Statement/Invoice Batches Use the Navigation Search field Enter stb in the Navigation Search field and enter The Statement Batch History screen displays If you know the Statement Batch number, enter stb space and the statement batch number ...