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?

  1. System Logic: The Dunning Message Count is determined by your Statement Profile setup and whether the Guarantor makes a Payment. The Dunning Message Count determines the Message that is sent on the Statement.
  2. Example: The Dunning Count starts at zero and increases by 1 on each Statement Run. On the first run, the Guarantor gets Dunning Message 1; on the second run without receiving a payment, the Guarantor gets Dunning Message 2, etc.

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)?






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