Before your Statement Go-Live, a Statement Test Batch must be created and uploaded to the Statement Department.

Create an Encounter

If you do not have a Test Encounter that can be used, create one and create a Charge. A Statement Batch will not generate if there is no Patient A/R.

Use the Test Patient to create an Encounter with a self-pay Charge.

• Attach to a Reference Batch.
• On the Test Patient Dashboard, select the Post Charge link.
• Insurance: Select Self Pay.
• Complete the Charge and Save.

This Charge can now be used to create a Test Statement Batch.

1. When finished, delete the test Charge since it is not real A/R.
   

Create a Statement Test Batch

• A Statement Test Batch should be created for each Statement Profile that has been created.

• To create the Statement Test Batch, follow these instructions: Manually Batch Statements.

• When you create the first batch, a Ticket will be generated to notify our Database Admin Team that the batch is ready.

• The Database Admin Team will work with the Statement Team to create your Statement service.
• A Statement proof will be sent for your approval.

• Allow  7-14 business days to receive the proof for your approval.

• The Statement Department will create a User Name and Password to the Etactics website to give you access to the proof.
• The main contact will receive an email (from noreply@etacticsinc.com) with log in instructions to the website.

• Once you are logged in, sign-off on the approval by email or fax.
• When the Statement Department receives the final approval, they will update the Statement service from Test to Production.

• If the proof approval is received before 3:00 PM Eastern Time, Statements can be uploaded the next business day.
• If the proof approval is sent after 3:00 PM Eastern Time, Statements can be uploaded on the second business day afterward.

• After the Statement Service is changed to Production, live Statement Batches can be created and uploaded.

• Before sending your first batch of Statements, delete the Statement Test Batch: Delete a Statement Batch
• Use the Job Scheduler to Batch Statements

Do not forget to delete your test Charge (Encounter).

Additional Statement Customization Options

There are two additional customization options available for Statements:

• Logo (if provided)
• Column Title Colors

If the provided customization options do not align with your Statement needs, a new Statement Sample must be selected.

Statement Changes that Do Not Require a New Proof

Minor changes and changes made to the Statement Profile do not require a new proof, including:

• Account Number

• To prepend the Account Number on Statements, use the System Setting ACCTNO (Admin > System Settings > Statements > ACCTNO).

• Output Example: ACCT61126

• Account #: On the Statement Profile, in the One Statement Per dropdown, choose whether to use the Patient ID or Guarantor ID as the Account Number.

• One Statement Per Guarantor Output Example: G151124

• One Statement Per Patient Output Example: P1034039

• Contact Information

• Contact Information and corresponding text can be adjusted on the Statement Profile in the Contact Info on Statement panel.

Learn More

Statement/Invoices Overview

Statement Profile Setup

Statement Samples

Manually Batch and Upload Statements

Delete a Statement Batch

Use the Job Scheduler to Batch Statements

Statements System Settings